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Maumee OH

Maumee, OH

301 River Rd #305,
Maumee, OH 43537

Call: 419-887-1745 Text: 309-925-2043

Our team in Maumee, Ohio, works with each client to develop custom-designed financial plans with each individual’s personal goals in mind. Our role is to

  • Educate our clients about the options available to them,
  • Encourage each person as they make financial decisions, and
  • Empower them to confidently pursue their own unique goals.

Our qualified, experienced team is prepared to help you build a True Wealth Plan that will help you accomplish your long-term goals and live each day to the fullest!

Tomorrow's financial confidence begins with today's decisions.

Move forward.

Talk to an advisor

Our Maumee Team

John Creekmur, CFP®

Founder & President

Peter Atto Headshot Oct 2023 copy
Peter Atto, JD

Wealth Advisor

Drew Creekmur, MSPFP

Wealth Advisor & Director of Advisory Services

Clark D. Randall, CFP®

Director of Financial Planning

Lindsey Labiak
Lindsey Labiak

Client Services Specialist

Terri Johnson 05 copy
Terri Johnson

Client Services Associate

Aliciana Salzar
Aliciana Salazar

Annuity Operations Specialist

Kelly Rowan
Kelly Rowan

Investment Operations Specialist

Michelle Maguire
Michelle Maguire

Investment Operations Specialist