Jill Isbell CFP®

Co-Owner | President

Jill Isbell has made it her life’s passion to provide guidance and education to all her clients that they may take control of their finances and live the life they deserve both today and tomorrow.  She believes every person should have access to a financial professional they can trust;  working first to solve short term needs then focuses on preserving and preparing for long term goals.  Jill graduated from the University of Colorado at Colorado Springs with an Accounting degree and enjoyed working in the Accounting profession for several years.  In 2007 she changed her career path to wealth management and her passion was official when she received her CFP in 2015.  Jill prides herself on being a student of her craft and is always on a path to increase her knowledge and expertise to better serve her clients.

Jill moved to Colorado in 1996 from California and has had the opportunity to take advantage of what the beautiful state of Colorado has to offer.  She has come to learn that the world is best seen from the perspective given at the top of a mountain.  She has twin boys whom she has lived her life for and has loved more than life itself.  Current hobbies outside of the office involve time spent in either the garden or the mountains, and most precious moments are those shared with her children and good friends.  She has spent much of her available time involved in the community that she is proud to call home.  In recent years she has served as President of both Lions Club and the local Chamber of Commerce.  The most rewarding part of her career are the relationships she makes with her clients and she considers it a privilege to be of service to them in the most important and sometimes difficult times of their lives.

Yenni Cheshire FPQP™

Paraplanner

Yenni moved to Colorado from California in 2016 to have the privilege of living close to family members, 16 years after coming to the United States from Indonesia after having visited the United States and choosing to make this space her home.  Yenni graduated from Tarakanita College in Jakarta, Indonesia with a business emphasis.  She joined Creative Financial Services, Inc. and has been diligently working on furthering her professional skills in the investment industry.  She has received the Financial Paraplanner Qualified Professional (FPQP) designation from the College for Financial Planning and is currently working towards her Accredited Portfolio Management Advisor (APMA) designation.  She has a passion for the investment industry and enjoys working with current and prospective clients.  Yenni serves as the office administrator for Creative Financial Services, Inc. and will likely be the first person you speak with when giving us a call.  When Yenni is not in the office you will likely find her in the kitchen cooking, spending time in the garden or with friends and family that she holds dear.

Becky Miller AAMS®

Investment Advisor Representative

Becky Miller is an Investment Advisor Representative/Financial Assistant with Creative Financial Services, Inc.  During the time she has been with Creative Financial Services, Inc., Becky has completed the coursework and testing to receive an Accredited Asset Management Specialist designation as well as earning the Investment Advisor Representative title.  Becky also has a bachelor’s degree in Human Development and Family Studies from Colorado State University.  She and her husband are the proud parents of teenage twins who keep them both very busy!

Paulette (Pauli) Hubbard CFP®

Co-Owner | Chairman of the Board of Creative Financial Services, Inc.

Paulette (Pauli) Hubbard, CFP is co-owner and Chairman of the Board of Creative Financial Services, Inc. She has been a productive member of the financial planning industry since 1981 and is registered with the Ohio and Colorado Departments of Securities. Pauli enjoys helping her clients reach their financial goals and believes that empowering people by education is a key ingredient to accomplishment.