Creating & Managing Wealth, LLC
VP Development – 2009 to Present
Responsible for the development and management of a growing sales force in the Texas and Oklahoma areas.
Hiring, training, mentoring and oversight of C&MW’s financial representatives.
One of the most important functions is strategic planning of the growth of C&MW over the next several years.
Financial Advisor – 2004 to 2009
Reliable source of financial security addressing the needs of over 8,000 clients nationwide that have more than $175 million in assets. We place a premium on the education of our clients so they are making informed decisions, whether during the accumulation period, the transition into retirement, or at the most important time, when managing distributions. Based in Tulsa, Oklahoma, C&MW services the school districts of Tulsa, Union, Jenks, Broken Arrow, Sand Springs, Bixby, Glenpool and many more. We also provide solid financial planning to many small businesses and individuals across the state.
Edward Jones Investments 2001- 2004
Provided investment advice to a full range of clients and businesses. Stocks, bonds, mutual funds, college savings programs, life and long term care insurance 401K and small business retirement plans. Attained the level of Segment Two in a 12 month time frame. Managed several investment clubs with a focus of educating members on the different types of investments and developing a balanced portfolio. Conducted seminars for Women and Investing. Mentored other investment advisors as they developed their offices.
Quartz Mountain Music Festival -
Treasurer 2007 – current
Diamond Edge Skating Club -
Treasurer 2001-2002 |
Board member at large 2002-2004
Litchfield County Women’s Network - Treasurer 1996 – 1999
Tulsa Newcomer’s Club - Telephone Chairperson 2004-2005
Watertown Skating Club - Treasurer 1997-1999 | President 1999-2000
Kiwanis Club - Program for Kids 2002 -2003
Principle for a Day Martin Weiss Elementary 2009
Leadership Altus 2008
District Partner – Union Public Schools
District Partner – Tulsa Public Schools
Junior Achievement Volunteer – 2005 to Present
Metropolitan Who’s Who Among Executive and Professional Women 2007
Edward Jones Mentor – 2003
Regional Leader Award – Edward Jones 2002
American Funds All American Team 2003
CMW Financial Planner of the Year 2006
Series 7 General Securities Rep
Series 65 NASAA – Investment Advisors Law
Series 63 Uniform Securities Agent State Law
Insurance Licensed in Life and Health OK, AR, TX |
Joan Arciero,