Kregg Rooze

Kregg Rooze is head of the investment committee and serves as Managed Accounts Director and oversees all facets of the management and advisory platforms provided to advantage our clients with an array of diversified investing strategies. He is a General Securities Principal and holds Series 7, Series 24, and Series 63 registrations. He studied Financial Counseling and Planning and Consumer Affairs at Purdue University. He sits as Vice President of Creative Financial Designs with a background in plan writing for the firm.