Donnie Duntley
Senior Financial Advisor
If you have questions about your IRA, 403(b), retirement planning, investment management, estate planning, insurance, or annuity strategies, I welcome the opportunity to assist you.
I earned a Bachelor of Science in Business Management from Oral Roberts University and have served as a Financial Advisor for 25 years. Throughout my career, I have built my practice by helping individuals, families, and business owners identify financial strategies tailored to their unique goals and circumstances.
My focus is on helping clients preserve, manage, and grow their assets while navigating complex financial decisions with confidence. As a fee-based advisor, I take a comprehensive approach to understanding each client’s objectives, values, and overall financial picture.
I enjoy working closely with clients to develop personalized financial plans that align their resources with their long-term goals, providing clarity and direction for the future.
I hold FINRA Series 7, 31 and 66 securities registrations through Lincoln Investment and state licenses in OK, TX, AR, CA, CO, DE, FL, GA, IL, IN, KS, LA, MD, MI, MN, MO, MS, NC, NM, NY, OH, OR, SD, UT, VA and WA. I am also insurance licensed.
My wife Andrea and I have been married for 26 years and have three sons, Reagan, Kiefer, and Oliver. Andrea is a Licensed Clinical Social Worker in private practice. We love to travel together and are in a new season of attending college sporting events, parents weekends, and theatre/band events.
Pam Williams
Client Service Associate
As Donnie’s Client Service Associate, I am the “front door” of the Creating & Managing Wealth, LLC office. I am dedicated to providing exceptional support and building strong relationships with our clients. I enjoy helping people navigate their financial needs and ensuring they receive responsive, personalized service. My goal is to create a positive experience for every client by being attentive, organized, and committed to their success.
Outside of work, I am a proud parent of four grown children and a grandparent to seven. I love spending time with my children and grandchildren while building memories through crafts, hobbies, and sports activities.