Jill Isbell CFP®
Jill Isbell, President of Creative Financial Services, Inc., is a Certified Financial Planner who dedicates herself to provide customized strategies that address unique financial needs of every client.
With her Bachelor’s degree in Accounting from the University of Colorado, Jill started her career as an accountant and advanced to Controller within an international intellectual property services firm. She transitioned to financial services in 2007 and earned credentials to be a Financial Advisor with T Rowe Price. Timing couldn’t have been worse for a move to the investment industry. She can joke now about the “crash course” that 2008 delivered on the stock market. She learned valuable lessons from that crushing experience, persevered and continued her professional development with Edward Jones, LPL, and Charles Schwab.
In 2015 she earned CFP designation and advanced to Vice President as a dually registered Financial Consultant for both brokerage and banking with Charles Schwab. With irrepressible enthusiasm for her craft, Jill joined Creative Financial Services, Inc. in 2019 and subsequently became President and owner of the firm. Her mission is to provide boutique-level financial planning services to help clients navigate life events - like divorce, retirement, loss of a partner, changes in income, marriage, starting a business, or growing a family – and to create short and long-term solutions to each unique need. Her foundation in accounting and tax planning is an advantage to clients who benefit from incorporation of tax strategies into financial plans that are built to maximize assets.
Jill believes that everyone should have access to reliable financial planning guidance. As leader of an all women firm, she finds it especially rewarding to help women make critical financial decisions through death and divorce. She is proud of long-term relationships with her clients who trust her team to put their interests first. Creative Financial Services is a fiduciary, fee only, Independent Financial Advisory firm. Their fundamental objective is to help clients use money as a tool to enjoy life today and plan responsibly for tomorrow. They offer affordable and transparent fee structures, and they don’t work for commissions.
Originally from California, Jill came to Colorado in 1996 and found home in the beauty of its mountains. She is the proud mother of twin boys who are always her number one priority. Besides exploring Colorado, Jill also enjoys gardening and creating memories with friends.
Dedicated to her community, Jill serves several business and charitable organizations, most notably as President of the Pikes Peak Chamber of Commerce and Past President of the Pikes Peak Lions Club. Relentless as both student and educator of her craft and striving to be the best in her business, she is a valuable resource to her adopted home town. Through every client relationship, Jill feels privileged to serve during critical and sometimes difficult moments of their lives.
Becky Miller AAMS®
I am an Investment Advisor Representative/Paraplanner with Creative Financial Services, Inc. I have been with Creative Financial Services since 2015. During this time, I completed the coursework and testing to receive an Accredited Asset Management Specialist designation as well as earning the Investment Advisor Representative title. As we continue to grow and change, so do my responsibilities and I now act as the firms Paraplanner. I also have a bachelor’s degree in Human Development and Family Studies from Colorado State University. When I am not working, I look forward to cherished but rare time with my super busy kids (twins who are recent high school graduates) and traveling with my husband.
Paulette (Pauli) Hubbard CFP®
Paulette (Pauli) Hubbard, CFP is the founder 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.
Yenni Cheshire FPQP™
I serve as Office Manager for Creative Financial Services Inc. Since joining Creative Financial Services Inc. in 2017, I have been diligently working on furthering my professional skills in the investment industry by receiving Financial Paraplanner Qualified Professional (FPQP) designation from College for Financial Planning and am a Notary Public for state of Colorado. I graduated from Tarakanita College (School of Communications and Secretarial Studies) in Jakarta, Indonesia with business emphasis.
I have a passion for the investment industry and enjoy working with current and prospective clients. My responsibilities include general administrative duties, as well as a wide range of tasks that change day to day based on clients' needs. When I am not in the office, you will likely find me in the kitchen cooking, spending time in the garden, or with friends and family whom I hold dear.
Shari Carlson is an Investment Advisor Representative. She is passionate about financial education and supporting clients in the way that best fits their goals and dreams. She started in the financial industry in 2010 working in banking and quickly moved into advocating for clients in their financial literacy while also helping them navigate the lending and debt world. Her primary client base were the small business owners in her community. As time progressed, Shari earned her bachelor’s in psychology from Regis University to better be able to support her clients’ emotional needs during financial transitions. In 2019 She decided it was time to take her skill set a new direction and get licensed to become a financial advisor. During the last three years she has focused on working with female small business owners as she believes women approach finances in a unique way and deserve to be understood by their financial professionals. In 2021 she earned her Master’s in Nonprofit Management from Regis University with an emphasis on financial management for nonprofits and small businesses.
Shari was raised in Divide Colorado and currently lives in Colorado Springs with her son. She is a committed member of Kiwanis and coordinates the Kiwanis Igniters meetings as well as serves on the Kiwanis Rocky Mountain District Foundation board. She believes that volunteering is a vital aspect of our culture, and we are given our talents and skills to serve our communities.