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Our Mission

CreativeOne exists to enrich the lives of financial professionals by creating meaningful, personal relationships built on proven industry expertise, superior service and strategic solutions.

About Us

Our journey began 40 years ago in 1984 as a life brokerage, known as Creative Marketing, Inc., or CMIC. When the annuity markets started to flourish, we expanded our repertoire to product development, pioneering one of the first fixed-indexed annuities. Today, we continue to innovate, with a hand in helping create new annuities for national insurance companies. Our extensive product development history and breadth of experience make us a preeminent voice on industry forums and on Capitol Hill.

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Higher conversions.
A true partner.

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CreativeOne Leadership

As we've grown to address more of our advisors' pain points, so has our team, now comprising over 160 employees, many with tenures exceeding two decades. Our robust teams cover annuities, life insurance, disability, advisory, securities, and an in-house advertising department for our agents, advisors, and registered representatives. From our back-office teams to our business-friendly compliance, our mission is to eliminate a practice’s barriers, reach your goals, market your practice, or find quality prospects.

Being in the insurance and financial services industry for almost 40 years has taught us some things. First, we take our relationships seriously. We know relationships are key to our—and your—success, and we pride ourselves on the long-lasting relationships we build. Next, we know that this is an industry where you cannot remain stagnant. We’re constantly at the forefront whether it’s advocating for regulatory changes, or creating the next innovative marketing idea, evolving with purpose is in our DNA.

Mike Miller

Partner, President, CEO

Miller was formerly president and managing director of Global Atlantic Financial Corporation’s life insurance business. Prior to that, he held a number of senior executive-level positions with the former Aviva USA, including executive vice president of life and annuity sales, executive vice president of operations and general counsel.

Lance Sparks

Partner

Sparks has more than two decades of experience in sales, marketing and corporate development, and a longstanding record of implementing aggressive growth strategies across many sectors of the financial services industry.

Mike Tripses

Partner

Tripses is one of the foremost authorities on fixed indexed annuities and leads CreativeOne’s product development team. Mike and his team have built more than 60 indexed annuities. His forward-thinking approach and visionary leadership have grown our organization.

Mark Heitz

Partner

Heitz has spent more than 40 years in the financial industry. Mark’s vast experience spans jobs from law clerk to president of a multi-billion-dollar company, Aviva Annuity, now Athene.

Abigail Dykstra

VP, Annuity Sales

Hannah is an award-winning marketing leader who helps financial advisors create impactful marketing campaigns that convert into new business. She and her team leverage a variety of marketing approaches, including go-to-market strategy, web design and search engine optimization, seminar marketing, and both paid and organic advertising. Together, they boast impressive conversion rates, a 10:1 marketing ROI, and over 10,000 advisor campaigns launched.

Andrew Payne

VP & General Counsel

Hannah is an award-winning marketing leader who helps financial advisors create impactful marketing campaigns that convert into new business. She and her team leverage a variety of marketing approaches, including go-to-market strategy, web design and search engine optimization, seminar marketing, and both paid and organic advertising. Together, they boast impressive conversion rates, a 10:1 marketing ROI, and over 10,000 advisor campaigns launched.

April Stecher

VP, Event Management

Hannah is an award-winning marketing leader who helps financial advisors create impactful marketing campaigns that convert into new business. She and her team leverage a variety of marketing approaches, including go-to-market strategy, web design and search engine optimization, seminar marketing, and both paid and organic advertising. Together, they boast impressive conversion rates, a 10:1 marketing ROI, and over 10,000 advisor campaigns launched.

Ashley Barlow

VP, Creative

Hannah is an award-winning marketing leader who helps financial advisors create impactful marketing campaigns that convert into new business. She and her team leverage a variety of marketing approaches, including go-to-market strategy, web design and search engine optimization, seminar marketing, and both paid and organic advertising. Together, they boast impressive conversion rates, a 10:1 marketing ROI, and over 10,000 advisor campaigns launched.

Dennis Mattern

VP, Market Development

Hannah is an award-winning marketing leader who helps financial advisors create impactful marketing campaigns that convert into new business. She and her team leverage a variety of marketing approaches, including go-to-market strategy, web design and search engine optimization, seminar marketing, and both paid and organic advertising. Together, they boast impressive conversion rates, a 10:1 marketing ROI, and over 10,000 advisor campaigns launched.

Frank Jaksa

SVP, Annuity Sales

Hannah is an award-winning marketing leader who helps financial advisors create impactful marketing campaigns that convert into new business. She and her team leverage a variety of marketing approaches, including go-to-market strategy, web design and search engine optimization, seminar marketing, and both paid and organic advertising. Together, they boast impressive conversion rates, a 10:1 marketing ROI, and over 10,000 advisor campaigns launched.

Jeff Eisenhauer

President & CCO, CreativeOne Securities

Hannah is an award-winning marketing leader who helps financial advisors create impactful marketing campaigns that convert into new business. She and her team leverage a variety of marketing approaches, including go-to-market strategy, web design and search engine optimization, seminar marketing, and both paid and organic advertising. Together, they boast impressive conversion rates, a 10:1 marketing ROI, and over 10,000 advisor campaigns launched.

Jessica Scheuler

Director, Marketing Programs

Hannah is an award-winning marketing leader who helps financial advisors create impactful marketing campaigns that convert into new business. She and her team leverage a variety of marketing approaches, including go-to-market strategy, web design and search engine optimization, seminar marketing, and both paid and organic advertising. Together, they boast impressive conversion rates, a 10:1 marketing ROI, and over 10,000 advisor campaigns launched.

Kelly Rice

VP, Human Resources

Hannah is an award-winning marketing leader who helps financial advisors create impactful marketing campaigns that convert into new business. She and her team leverage a variety of marketing approaches, including go-to-market strategy, web design and search engine optimization, seminar marketing, and both paid and organic advertising. Together, they boast impressive conversion rates, a 10:1 marketing ROI, and over 10,000 advisor campaigns launched.

Kelly Sandburg

VP & Controller

Hannah is an award-winning marketing leader who helps financial advisors create impactful marketing campaigns that convert into new business. She and her team leverage a variety of marketing approaches, including go-to-market strategy, web design and search engine optimization, seminar marketing, and both paid and organic advertising. Together, they boast impressive conversion rates, a 10:1 marketing ROI, and over 10,000 advisor campaigns launched.

Mark Krueger

Chief Sales Officer

Hannah is an award-winning marketing leader who helps financial advisors create impactful marketing campaigns that convert into new business. She and her team leverage a variety of marketing approaches, including go-to-market strategy, web design and search engine optimization, seminar marketing, and both paid and organic advertising. Together, they boast impressive conversion rates, a 10:1 marketing ROI, and over 10,000 advisor campaigns launched.

Marty Pfannenstiel, J.D.

President, CreativeOne Wealth

Hannah is an award-winning marketing leader who helps financial advisors create impactful marketing campaigns that convert into new business. She and her team leverage a variety of marketing approaches, including go-to-market strategy, web design and search engine optimization, seminar marketing, and both paid and organic advertising. Together, they boast impressive conversion rates, a 10:1 marketing ROI, and over 10,000 advisor campaigns launched.

Matthew Hundley

VP, Annuity Sales

Hannah is an award-winning marketing leader who helps financial advisors create impactful marketing campaigns that convert into new business. She and her team leverage a variety of marketing approaches, including go-to-market strategy, web design and search engine optimization, seminar marketing, and both paid and organic advertising. Together, they boast impressive conversion rates, a 10:1 marketing ROI, and over 10,000 advisor campaigns launched.

Pat McEvoy, MBA

SVP, Life Sales

Hannah is an award-winning marketing leader who helps financial advisors create impactful marketing campaigns that convert into new business. She and her team leverage a variety of marketing approaches, including go-to-market strategy, web design and search engine optimization, seminar marketing, and both paid and organic advertising. Together, they boast impressive conversion rates, a 10:1 marketing ROI, and over 10,000 advisor campaigns launched.

Perry Boles

Chief Marketing Officer

Hannah is an award-winning marketing leader who helps financial advisors create impactful marketing campaigns that convert into new business. She and her team leverage a variety of marketing approaches, including go-to-market strategy, web design and search engine optimization, seminar marketing, and both paid and organic advertising. Together, they boast impressive conversion rates, a 10:1 marketing ROI, and over 10,000 advisor campaigns launched.

Rena Nicholson

SVP, Life Sales

Hannah is an award-winning marketing leader who helps financial advisors create impactful marketing campaigns that convert into new business. She and her team leverage a variety of marketing approaches, including go-to-market strategy, web design and search engine optimization, seminar marketing, and both paid and organic advertising. Together, they boast impressive conversion rates, a 10:1 marketing ROI, and over 10,000 advisor campaigns launched.

Russ Pedersen

SVP, Media Strategy

Hannah is an award-winning marketing leader who helps financial advisors create impactful marketing campaigns that convert into new business. She and her team leverage a variety of marketing approaches, including go-to-market strategy, web design and search engine optimization, seminar marketing, and both paid and organic advertising. Together, they boast impressive conversion rates, a 10:1 marketing ROI, and over 10,000 advisor campaigns launched.

Sarah Williams

VP, Marketing Communications

Hannah is an award-winning marketing leader who helps financial advisors create impactful marketing campaigns that convert into new business. She and her team leverage a variety of marketing approaches, including go-to-market strategy, web design and search engine optimization, seminar marketing, and both paid and organic advertising. Together, they boast impressive conversion rates, a 10:1 marketing ROI, and over 10,000 advisor campaigns launched.

Steve Zubillaga

VP, IT

Hannah is an award-winning marketing leader who helps financial advisors create impactful marketing campaigns that convert into new business. She and her team leverage a variety of marketing approaches, including go-to-market strategy, web design and search engine optimization, seminar marketing, and both paid and organic advertising. Together, they boast impressive conversion rates, a 10:1 marketing ROI, and over 10,000 advisor campaigns launched.

Tab Yager

VP, Operations

Hannah is an award-winning marketing leader who helps financial advisors create impactful marketing campaigns that convert into new business. She and her team leverage a variety of marketing approaches, including go-to-market strategy, web design and search engine optimization, seminar marketing, and both paid and organic advertising. Together, they boast impressive conversion rates, a 10:1 marketing ROI, and over 10,000 advisor campaigns launched.

Tanner Lawrence

VP, Business Development

Hannah is an award-winning marketing leader who helps financial advisors create impactful marketing campaigns that convert into new business. She and her team leverage a variety of marketing approaches, including go-to-market strategy, web design and search engine optimization, seminar marketing, and both paid and organic advertising. Together, they boast impressive conversion rates, a 10:1 marketing ROI, and over 10,000 advisor campaigns launched.

Tom Mergan

VP, Annuity Sales

Hannah is an award-winning marketing leader who helps financial advisors create impactful marketing campaigns that convert into new business. She and her team leverage a variety of marketing approaches, including go-to-market strategy, web design and search engine optimization, seminar marketing, and both paid and organic advertising. Together, they boast impressive conversion rates, a 10:1 marketing ROI, and over 10,000 advisor campaigns launched.

Travis Postlethwaite

SVP, Annuity Sales

Hannah is an award-winning marketing leader who helps financial advisors create impactful marketing campaigns that convert into new business. She and her team leverage a variety of marketing approaches, including go-to-market strategy, web design and search engine optimization, seminar marketing, and both paid and organic advertising. Together, they boast impressive conversion rates, a 10:1 marketing ROI, and over 10,000 advisor campaigns launched.

A peek into our decades-long history

1984

Founded Creative Marketing, a life insurance and product-consulting organization.

1988

Implemented the annuity sales department.

1996

Started a full-service life brokerage agency.

1996

Established the product development and actuarial department

1998

Pioneered the first indexed annuity product.

2006

Developed the advanced markets and compliance departments.

2007

Initiated the marketing department.

2008

Voted #1 in overall advisor satisfaction.

2010

Served as an active credible voice to FIA industry regulators.

2010

Revealed an in-house broker-dealer, Client One Securities.

2013

Declared our independence from a carrier.

2014

Rebranded to a new era of service: Creative Marketing becomes CreativeOne.

2014

Opened two new office locations in Topeka, Kansas and Scottsdale, Arizona.

2015

Launched Business Accelerator, an innovative marketing credit accrual system.

2015

Designed MediaOne, our in-house, full-service audio and video studio.

2016

Introduced ChangePath, a corporate RIA.

2017

Contested the DOL fiduciary rule in the courts.

2019

Celebrated 35 years of business.

2022

Rebranded collection of companies to one. Meet CreativeOne Insurance, Securities, Wealth.

CreativeOne's Core Values

The essence of CreativeOne is our strong commitment to enhancing traditional service standards. We are motivated by our genuine love for what we do, dedication to effective teamwork, a constant pursuit of development, and a firm commitment to ethical practices. These key elements are the foundation of our corporate identity and guide every aspect of our work. Learn more about our values below.

Do these values sound familiar? Great! We're always on the hunt for talent that helps us take our mission to the next level. View our job openings here.

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getcreative@creativeone.com

6330 Sprint Pkwy, Suite 400,
Overland Park, KS 66211

6330 Sprint Pkwy Suite 400, Overland Park, KS 66211, United States

+1 913 814 0510

getcreative@creativeone.com

FOR FINANCIAL PROFESSIONAL USE ONLY. NOT FOR USE WITH THE GENERAL PUBLIC. The information provided herein is the exclusive property of CreativeOne and is protected by copyright and other intellectual property laws of the United States. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. Broker-Dealer and Registered Investment Advisory services provided by CreativeOne Securities, member FINRA/SIPC. CreativeOne Wealth, LLC. advisory services offered through CreativeOne Wealth, LLC, a Registered Investment Adviser. CreativeOne Wealth and CreativeOne Securities are wholly owned subsidiaries of CreativeOne. CreativeOne is not responsible for the results of any program or any liability stemming from the use of them. Although we may promote and/or recommend the services offered by this company, agents, advisors and registered representatives are ultimately responsible for the use of any materials or services and agree to comply with the compliance requirements of their broker-dealer and registered investment adviser, (if applicable), and the insurance carriers they represent.

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