
Email Address
[email protected]Phone Number
(937) 999-1770About Me
My experience in the financial services industry and my enlistment in the Air Force gives me a unique perspective on what it means to serve my country and clients. Helping people plan and manage what they have worked a lifetime to accumulate is an incredibly important responsibility to which I am fully devoted.
I'm focused on meeting the financial needs of clients in my community - as a financial advisor in your community, I'll be an ally who puts your interests first. I'll help you adjust to life's changes and always keep your long-term goals in view because I know you've worked hard, you've saved, made sacrifices, and invested well. That's why I'm honored to help you and others in my area achieve more confidence in their financial futures.
My wife, Sarah, and I have three grown children and four grandchildren. We live in Centerville, Ohio.
Areas of focus:
- financial planning
- investment management
- risk mitigation
- protection planning
- college planning
- estate planning
- estate settlements
I specialize in estate settlements. By guiding you through the estate settlement process, I can help you:
- Communicate with family members
- Review distribution options and the tax implications for each option
- Review money movement and account consolidation options
- Coordinate with other professionals, such as legal and tax
- I offer services to both Ohio and out-of-state executors and trustees.
Business Experience
- August 2022 to present, President of Creech Wealth Management, Centerville, OH
- 2020 to August 2022, Financial Advisor, Midwestern Wealth Management, Springboro, OH
- 2002 to 2020, Financial Advisor, Ameriprise Financial Services, Inc., Dayton, OH.
- 2000 to 2002, HVAC Technician, Griffin Services, Inc., Dayton, OH
- 1996 to 2000, Senior Airman, United States Air Force
- B.S., 2002, Financial Services & Finance, Wright State University
- Associate in Applied Science, 2000, Mechanical and Electrical Technology, Community College of the Air Force
Designations
- CFP®, CLTC®, AEP®
Professional Associations
- Miami Valley Estate Planning Association
- All Inclusive Senior Services (AISS)
Community Participation
- Miami Valley Military Affairs Association
- Wounded Warrior Project
- Volunteer at Foodbank of Dayton
Interests
- I live a healthy lifestyle stemming from my time in the military.
- I enjoy spending time with my family.
- Exercising
- Golf
- Sporting Events
- Fishing
There is nothing more important than family.







