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. In the fall of 2018, he moved back to the coast to join CWM. He obtained his Certified Financial Planning® designation in July of 2021.

Tristan grew up in Georgetown, Delaware, where he graduated from Sussex Technical High School in 2014. He has always had a love for sports, participating in track and field, as well as cross country in high school. He spends his free time with his wife, Marissa, and their 3 pets, watching his favorite teams and fighters.

As a financial advisor, Tristan loves having the opportunity to help families in and around the Eastern Shore. He considers himself lucky to be able to serve the local community that has given him so much.

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

Carol A. Verdis, FPQP®

Director Of Operations

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

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