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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.

More leads.
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.

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Lance Sparks
Partner
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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.

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Mike Tripses
Partner
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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.

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Mark Heitz
Partner
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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.

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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.

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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.

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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.

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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.

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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.

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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.

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Hannah Gerstner
VP, Digital 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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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Wendy Hartley
VP, Registered Marketing

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.

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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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