Carol Verdis

Administrative Assistant
cverdis@mycwmanagement.com

Carol grew up in Poughkeepsie, New York, and moved to Delaware in 2018. She graduated from the State University of New York at New Paltz and worked as an office manager in a law firm for over 20 years.  Carol joined our team in April of 2019 and brings a very organized and cooperative personality to the office. Carol resides in Selbyville with her husband, Ernie, and she has two children, Sarah and David, who live in Virginia.

 

Meet The Rest of Our Team

Harold L. Carmean II

President/Partner
hcarmean@mycwmanagement.com

Harold "Hal" L. Carmean II is the President and owner of Creative Wealth Management, LLC. He specializes in helping individuals and business owners avoid common financial mistakes while creating a financial model for near and long-term success. See Full Bio

Laura Balback

Chief Compliance Officer/Partner
lbalback@mycwmanagement.com

Laura has one of the most important roles at our firm. She is responsible for overseeing and ensuring compliance with laws, regulatory requirements, policies, and procedures. See Full Bio

Ciara Jacobi

Integrated Marketing Director
cjacobi@mycwmanagement.com

Ciara focuses on crafting effective and consistent communications for Creative Wealth Management. She maintains online and offline presence by creating graphics for print and web, managing social media, and overseeing brand touchpoints. See Full Bio

Tristan Jacobi

Financial Advisor
tjacobi@mycwmanagement.com

Tristan graduated from Slippery Rock University of Pennsylvania in December of 2017 with a degree in Finance. Following graduation, Tristan was able to begin gaining experience in the financial industry right out of downtown Pittsburgh. See Full Bio