Carol A. Verdis, FPQP®

Director of Operations

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 professional, organized, and cooperative personality to the office. In February of 2022, she earned the Financial Paraplanner Qualified Professional designation, FPQP®. 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


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

Tristan Jacobi, CFP®

Vice President/Partner

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

Kimberly Thomas

Investment Management Analyst

Kim graduated from Saint Joseph’s University in 2008 with a Bachelor of Science in Management. Immediately after college, she began working See Full Bio