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The Creating & Managing Wealth People

Founding Officer

Christina Winters 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. Christina specializes in meeting the unique needs of Superintendents, CEOs and Executives.

Resume

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	Virgil White Financial Representative Insurance Only*	Donnie Duntley Financial Representative

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

Creating & Managing Wealth Staff


Erin Downey VP Client Relations	Lisa Stafford VP Finance	Cyndi Boggess Community Relations	Sasha Owens Executive Administrative Assistant to Christina	Diana Zamora Administrative Assistant to Joan

Nilsa Dehghany Administrative Assistant to Joan	Kirtna Charavda Office Coordinator

Advisory Services and Securities offered through Lincoln Investment Planning, Inc. Registered Investment Advisor, Broker Dealer Member FINRA/SIPC. Creating & Managing Wealth, LLC. and Lincoln Investment Planning, Inc. are independently owned and each is responsible for its own business. 03/12. Supervising Office: 218 Glenside Avenue, Wyncote, PA 19095 (215) 887-8111. This site has been prepared for information purposes only and is not intended to be a solicitation, offer or sale of securities products or investment advisory services to anyone who resides outside of the United States. Lincoln Investment Planning, Inc. is registered as an investment advisor with the US Securities and Exchange Commission and as a broker dealer in all fifty states, Financial Representatives of Creating and Managing Wealth, LLC offer advisory services and securities through Lincoln Investment Planning, Inc. and may only transact business in a particular state if first registered and only after complying with registration requirements.