Laura Balback, MBA

Chief Compliance Officer/Partner
lbalback@mycwmanagement.com


Laura is our chief compliance officer and 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. Her ascension within CWM and the industry is testament to her hard work and our unique company culture. Laura is knowledgeable, professional, and intuitively creates an environment for successful client relationships.

Laura graduated from West Chester University in 2004 with a degree in accounting and a minor in finance. She completed her Master’s in Business Administration from Wilmington University in 2009. Laura grew up on the Eastern Shore where she resides today with her husband Jay and their two children, Donavan and Olivia. When Laura is not working, she enjoys going to the beach, attending sporting events, and spending time with her family. She also enjoys being involved in her children's elementary school where she has served as treasurer to the board of the PTO.

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

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

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

Carol Verdis

Administrative Assistant
cverdis@mycwmanagement.com

Carol grew up in 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. See Full Bio