Community Corner

Creative Capital Wealth Management Group announces their expansion!

Creative Capital Wealth Management Group is excited to announce their expansion with new employees and an alliance with a new office. Thomas Ahern, is a new Associate Wealth Advisor with the firm. Tom comes to CCWMG with 15 years of experience as an Accredited Asset Management Specialist. He has a Bachelors degree in Business Administration and has been FINRA registered since 1997. Originally from Nebraska, Tom has been a Pennsylvania resident since 2008.

Jen Stercula, joins the CCWMG team as an Administrative Associate. Jen recently completed her Master’s Degree at West Chester University and has several years of experience in the financial services industry including advancing through multiple positions at Vanguard. Jen is originally from Pottstown and has always lived and worked locally.

CCWMG is now lending our experience in the field of wealth management for professional athletes to Vista Wealth Management, a firm located in Peoria, Arizona. Thomas Konkowski, Vista’s owner and primary Wealth and Tax Strategist, is excited to begin working with the CCWMG family. “The expertise in working with professional athletes that Fred and the Creative Capital Wealth Management team will bring to our firm, and the collaboration that our team of experts can provide in return, can only improve the level of service and support that both firms’ clients expect and deserve.” You can learn more about Tom and the Vista Wealth Management team at www.vista-wealth.com.

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About Creative Capital Wealth Management Group

Find out what's happening in Phoenixvillefor free with the latest updates from Patch.

 Creative Capital Wealth Management Group is committed to educating and advising clients who are overwhelmed and confused about their financial future. As a comprehensive, fee-based wealth management firm, our customized programs are designed to translate the information into understandable, financial goals by acquiring, preserving and transferring their wealth, while delivering a high level of personalized service and experience.

 

About Frederick Hubler Jr.

Securities offered through First Allied Securities, Inc. a Registered Broker/Dealer, Member FINRA/SIPC.  Advisory services offered through First Allied Advisory Services, a Registered Investment

Advisor.

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