Creekmur Asset Management, LLC

Darby De Pauw is a financial advisor with Creekmur Asset Management, LLC in Abilene, TX, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining Creekmur Asset Management, De Pauw worked at Keller Williams, Shane Hall Financial, Robert W Baird, TD Ameritrade, and New York Life. Outside of advising, De Pauw works as a real estate agent and has experience as a food delivery driver. Creekmur Asset Management serves individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning. The firm’s investment approach combines quantitative portfolio construction, third-party research, and risk profiling, offering a range of planning services and access to various investment vehicles.

Owen Cummins is a financial advisor at Creekmur Asset Management, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Valmark Advisers, Valmark Securities, and Secure Future Advisors, LLC. Creekmur Asset Management serves individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning. The firm uses a quantitative investment approach combined with third-party research and risk profiling tools, offering a range of planning services including subscription-based programs for younger clients.

Brian Bowen is a financial advisor at Creekmur Asset Management, LLC with 13 years of industry experience. He previously worked for 15 years at Integrity Financial Planning, Inc. Additionally, Bowen is a managing member of Impact Tax Group, LLC, which provides tax preparation and planning services. Creekmur Asset Management serves individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning, offering tiered planning services and managing a wrap-fee program alongside participant account management for held-away retirement plans. The firm’s investment process integrates quantitative portfolio construction, third-party research, and risk profiling tools, utilizing a range of investment vehicles including institutional mutual funds, ETFs, and alternative assets.

James Anderson is a CFP® professional with nine years of industry experience, currently serving at Creekmur Asset Management, LLC since 2020. His prior roles include positions at Mundane Apparel and Madison Avenue Securities, LLC. Anderson is also an insurance agent with Creekmur, Inc., a role he has held since 2016. Creekmur Asset Management serves individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning, offering tiered planning services and a wrap-fee program. The firm employs a quantitative investment process combined with third-party research and utilizes various investment vehicles, including ETFs, institutional mutual funds, and alternative products.

Nathan Mumme is a Series 65-licensed advisor at Creekmur Asset Management, LLC with one year of industry experience. He previously worked at JP Morgan Chase and has a background that includes roles at Cedarville University and Christian School at Castle Hills. Creekmur Asset Management serves individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning, offering tiered planning services and a wrap-fee program. The firm’s investment process integrates quantitative portfolio construction, third-party research, and access to independent managers, utilizing a variety of investment vehicles tailored to client needs.

Emily Elfallah is a financial advisor with Creekmur Asset Management, LLC and holds a Series 65 designation. She has two years of industry experience and previously worked at Barron Wealth Strategies and Integrity Financial Planning, Inc. Outside of advisory work, she is also licensed as an insurance agent, focusing on life, health, and fixed annuities. Creekmur Asset Management serves individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning. The firm employs a quantitative investment process combined with third-party research and offers a range of planning services, including subscription-based programs for younger clients.

Andrew Creekmur is a financial advisor at Creekmur Asset Management, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Madison Avenue Securities, AE Wealth Management, and CFD Investments. In addition to his advisory role, he is an insurance agent licensed through Creekmur, Inc., where he provides insurance products. Creekmur Asset Management serves individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning. The firm employs a quantitative investment process combined with third-party research and offers tiered planning services, including subscription-based programs for younger clients.

Tyler Bennett is a financial advisor at Creekmur Asset Management, LLC with three years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Creekmur Asset Management in 2026, he worked at several firms including MassMutual Life Insurance Company and Northwestern Mutual. Bennett is also an insurance agent with GMK Legacy Holdings, LLC, where he handles life, disability, long-term care, and fixed annuities. Creekmur Asset Management serves individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning. The firm employs a quantitative investment process combined with third-party research and offers a range of planning services, including subscription-based programs and wrap-fee accounts.

Nicole Geraci is a CFP® professional with 12 years of industry experience, currently serving at Creekmur Asset Management, LLC since 2022. Her prior work includes roles at Revolution Power Yoga, Mountain Recreation - Gypsum, Vail Resorts, Royal Electric, LLC, and Rocky Mountain Planning Group, Inc. Outside of financial advising, she provides fitness instruction through Mountain Recreation - Gypsum and is co-owner of an electrical contracting business, Royal Electric, LLC. Creekmur Asset Management serves individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning. The firm employs a quantitative investment approach combined with third-party research and offers tiered planning services, including subscription-based programs and wrap-fee management.

Jonah Fitzgerald is a financial advisor at Creekmur Asset Management, LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at KPMG, H.K. Campbell & Company, and Liberty University. Creekmur Asset Management serves individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning, offering tiered planning services and a wrap-fee program. The firm’s investment process integrates quantitative portfolio construction, third-party research, and access to independent managers, with portfolios that may include institutional mutual funds, ETFs, fixed income, equity securities, and alternative investments.

James Ferguson is a financial advisor at Creekmur Asset Management, LLC in Maumee, Ohio, holding Series 63 and Series 66 licenses with 14 years of industry experience. His prior roles include positions at Wells Fargo Clearing Services, Bank of America, Merrill Lynch, TD Ameritrade, Scottrade, and E*Trade. Creekmur Asset Management serves individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning, offering tiered planning services and a wrap-fee program. The firm’s investment process integrates quantitative portfolio construction, third-party research, and risk profiling tools, utilizing a range of securities and alternative investments.

Connor Creekmur is a financial advisor at Creekmur Asset Management, LLC with four years of industry experience. He holds a Series 65 designation and has worked at Creekmur Wealth Advisors since 2019. Outside of advising, he is also an insurance sales agent. Creekmur Asset Management serves individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning. The firm combines quantitative portfolio construction with third-party research and offers tiered planning services, including subscription-based programs for younger clients.

Grace Wellwerts is a CFP® with 27 years of industry experience. She has worked at Creekmur Asset Management, LLC since 2022 and previously spent 28 years at Rocky Mountain Planning Group, Inc. She holds a Series 63 license. Creekmur Asset Management serves individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning, employing a quantitative investment process combined with third-party research and a range of investment vehicles.

Andrew Pisel is a financial advisor at Creekmur Asset Management, LLC with nine years of industry experience. He holds the Series 66 designation and has worked at firms including Savant Wealth Management, TD Ameritrade Investment Management, and Victory Capital Advisers. In addition to his advisory role, he is licensed as an insurance agent. Creekmur Asset Management serves individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning. The firm combines quantitative portfolio construction and third-party research with risk profiling tools and access to independent managers, offering a range of planning services and investment options tailored to client needs.

Madison White is a financial advisor at Creekmur Asset Management, LLC with two years of industry experience. He holds a Series 65 credential and has worked previously at Integrity Financial Planning, Inc. Outside of advisory work, he is also active as a life, health, and fixed annuities insurance agent. Creekmur Asset Management serves individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning. The firm employs a quantitative investment process combined with third-party research and offers tiered planning services tailored to different client needs.