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


	Jeff started in the Financial Services in 1987 and has been a proven success in financial planning, recruiting, and training. He also volunteered as football coach and mentor for several years in the local high school. We are excited to have Jeff's talents and experience to continue building this firm.		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.
Jeff Nuziard		Lisa Stafford
Vice President Business Development		Vice President Asset Management

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.

Joan

Arciero
Rebecca Burrows
Tom

Cabell

Dustin

Clay

Sheila

Fuller

Memori

Grisham

Financial

Representative
Financial Representative Financial Representative Financial Representative Financial Representative Financial Representative

Chris

Harrison

John

Hooks

Mary

McMahon

Liz

Wilson

Financial

Representative
Financial Representative 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.

Michelle

Brockman

Carole

Brooks

Stepanie

Hays

Rhonda

Lifsey

Angie

Meenan

Michelle

Moos

Executive Assistant
Logistics Support Specialist Intern Branch Administrator & Office Manager
Client Services Consultant
Community Liaison

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.