About Us

The Creating & Managing Wealth Philosophy
Finding the resources and discipline to invest regularly for retirement is challenging for many people. Knowing how to invest your money may present an even bigger challenge. A financial representative can help you lay the groundwork for a successful investment plan tailored to your financial goals, risk tolerance and time frame, as well as recommend appropriate investments that can help you reach your retirement savings goals.

As knowledge brokers, we provide resources to assist our clients in building a secure financial foundation for their future.

What makes Creating & Managing Wealth Unique

• TRS experts specializing in the State Retirement System
• Executive team focus on Superintendents and Executives
• Holistic Approach
• Creating & Managing Wealth financial representative's offer an integrated approach that meets the unique needs of Educators, including:
  • 403(b) / Educator 401(k)
  • ROTH IRA / Tradional IRA/ Rollover IRA
  • Mutual FUnds
  • Partial Lump Sum Option (PLSO)
  • Buying Back TRS Years
  • Long Term Care
  • Tax Sheltered Annuities
  • 529 Plans
  • Retirement Projection

The Creating & Managing Wealth People

Founding Officers
	Christina Gears, CEO Christina founded Creating & Managing Wealth, LLC. in 1990 and currently serves as President and Chief Executive Officer. She has completed financial planning courses from a CFP board registered program and has over 30 years experience in the financial planning industry. Resume		Herbert Gears, CFO Herbert is the former Mayor of the city of Irving, Texas (2005-2011) and the CFO of Creating & Managing Wealth.

Independent Financial Representatives
Financial Representatives with Creating & Managing Wealth provide professional guidance and innovative solutions for the retirement planning needs of teachers and other non-profit employees.

Joan Arciero Field Manager	Donnie Duntley Financial Representative	Wendy Patrick Insurance Only Representative*	Robin Ross Insurance Only Representative*	Virgil White Financial Representative

*Insurance Only representatives are not affiliated with Lincoln Investment Planning, Inc.

Creating & Managing Wealth Staff

Erin Downey VP Client Relations	Yasmin Khowaja Client Relations	Angela Perkins Client Relations	Sarah Roby Community Relations	Lisa Stafford VP Finance

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