The Creating & Managing Wealth People

Christina Winter Gears

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 Shawn Crow Shawn Crow Shawn Crow Shawn Crow Donnie Duntley
Joan Arciero
Field Manager
Shawn Crow
Financial Representative
Angela Gordon
Financial Representative
Ramon Aguirre III
Financial Representative
Tara Williams
Financial Representative
Donnie Duntley
Financial Representative

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


Creating & Managing Wealth Staff

Lisa Stafford Jamie Owen  
Kayla Whitehurst
Sales Assistant to Joan
Jamie Owen
Director of Operations
 


 

Advisory services offered through Lincoln Investment or Capital Analysts Registered Investment Advisors.  Securities offered through Lincoln Investment, Broker Dealer, Member FINRA/SIPC. www.finra.org, www.sipc.org, www.lincolninvestment.com Creating and Managing Wealth, LLC and the above companies are independent, and non-affiliated.

This site has been prepared solely for information purposes and is not intended to be a solicitation, offer or sale of securities products or investment advisory services to anyone who resides outside the United States. Lincoln Investment and Capital Analysts are registered as investment advisors with the U.S. Securities and Exchange Commission and Lincoln Investment is registered as a broker/dealer in all 50 states. Lincoln Investment and Capital Analysts and its Financial Representatives may only transact business in a particular state if first registered and only after complying with registration requirements.