Creating & Managing Wealth, LLC

The CMW Philosophy

At CMW, our vision is of clients having a financially secured retirement for the full length of their lives, where all possible challenges are prepared for and met.

It is our mission that clients, associates, and employees alike align with CMW, have their lives enriched, their friendships increased, their goals met, and their finances secured.

We have four basic objectives:

Our clients have a good working knowledge of the basics of financial planning.
We earn and maintain the respect and trust of not only our clients, but our competition as well.
We are known as the home of the most talented, dedicated, caring, and committed financial services team in the non-profit arena.
We play a major role in assisting the senior market of Baby Boomers with financial consulting in the current year and beyond.

The CMW People

Founding Officers

Christina Gears 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 27 years experience in the Financial Planning industry.

Herbert Gears, co-founder of Creating & Managing Wealth, LLC. serves as Chief Financial Officer. Mr. Gears is also currently serving a 3 year term as Mayor of the city of Irving, Texas. The Gears' work tirelessly for the betterment of the community.

Vice Presidents

		Lisa has 28 years experience in the accounting field including Inventory Control, Banking, Accounts Payable and Receivable, Billing, and Finance. She owned a motorcycle shop for 7 years before coming onboard with CMW. We are excited to have Lisa managing our banking and finance.		Joan's Bio will be here soon.
	Lisa Stafford		Joan Arciero
	Vice President Asset Management		Vice President Development

Independent Financial Representatives

Creating & Managing Wealth, LLC.'s representatives have the ability to offer many financial products from a number of different companies. Our representatives provide investment opportunities that help meet their clients' needs.

Rebecca Burrows
Chris

Harrison

Stephanie

Hays
Lina Luu
Liz

Wilson

Leamon

Zachry

Financial

Representative
Financial Representative
Financial

Representative

Vice President
Client Relations

Financial Representative Financial Representative

CMW Staff

The staff at CMW are well versed in tax sheltered retirement vehicles and the TRS process and paperwork. They are available to answer any questions you have during normal business hours.

Monica Ellington

Betty Goetz

Lina Luu

Angie Meenan

Director of Community Relations
Client Support Specialist
Vice President

Client Relations

Vice President

Client Relations

Advisory Services and Securities offered through Lincoln Investment Planning, Inc.

Registered Investment Advisor, Member FINRA/SIPC

Creating & Managing Wealth, LLC. and Lincoln Investment Planning, Inc.
are independently owned and each is responsible for its own business.

Irving Branch | 5201 N O’Connor Blvd., Suite 200 Irving, TX 75039 | 972.831.8866
Tulsa Office | 4867 S Sheridan Road, Suite 704 Tulsa, OK 74145 | 918.622.2422

Advisory Services and Securities Offered through Lincoln Investment Planning, Inc., Registered Investment Advisor, Member FINRA/SIPC. Creating & Managing Wealth, LLC and Lincoln Investment Planning, Inc. are independently owned and each is responsible for its own business. Lincoln Investment Corporate Office: 218 Glenside Ave., Wyncote, PA 19095 (800) 242-1421