Kregg Rooze

Kregg Rooze serves as Vice President and Managed Accounts Director at Creative Financial Designs, Inc., a registered investment adviser based in Kokomo, Indiana. In this capacity, he leads the firm's advisory business strategy, focusing on managed account platform enhancements, overall sales growth, and adviser success. Rooze also functions as a senior resource for general advisory business development, ensuring platform improvement and supporting adviser and client initiatives.

His investment management expertise primarily encompasses managed accounts, including the development and oversight of customized portfolio solutions for clients. While the firm broadly supports equities, fixed income, income-generating portfolios, and mutual funds, Rooze focuses on strategic platform innovation, process optimization, and supporting adviser-led asset management across these asset classes.

With more than 25 years at Creative Financial Designs, Rooze's long tenure at the firm has informed his deep understanding of financial advisory operations and asset management. He holds a Bachelor of Science in Financial Planning & Counseling from Purdue University and is recognized for his leadership and contributions to advancing managed account solutions in the investment industry.