Personalized Financial Services | Creative Resources

Integrated Solutions for Your Financial Life...

Across investment management, tax strategies, and financial planning services — Creative Resources gives you a unified plan for building, preserving, and enjoying your wealth.

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Trusted Financial Partners

Guiding Your Financial Moves...

Creative Resources is a multi-division financial services firm built to serve a wide range of client needs — from everyday investors to high-net-worth families.

We operate across three specialized platforms:

CRIA (Investment Advisors): A Fee-Based Registered Investment Advisory firm focused on customized portfolio management, retirement planning, and wealth strategy.
CRBS (Insurance and Planning Services): A full-service insurance and financial planning platform offering life insurance, disability coverage, annuity solutions, and business protection strategies.
CRFO (Family Office): A boutique, concierge-level division for high-net-worth individuals, athletes, and entrepreneurs — with advanced estate planning, tax mitigation, and generational wealth strategies.

Our integrated model delivers personalized service that large institutions can't match — with the independence, creativity, and clarity today’s clients deserve.

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Customized Financial Services

Tailored Financial Solutions...

CRIA - Fee Based Portfolio Management

Tailored investment strategies for your financial future.

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CRBS - Insurance and Financial Planning

Comprehensive insurance solutions tailored to your life.

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CRFO - Family Office Services

Exclusive financial services for high-net-worth individuals.

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Meet Our Experts...

Personalized Financial Guidance

Armand C Spaziano CFA

Principal
Senior Investment Advisor

Experienced investment advisor dedicated to personalized financial strategies.

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Ted Augustyniak

Principal
Registered Investment Advisor
Insurance Specialist

Bringing over 15 years of expertise in insurance and financial planning, Ted excels at developing comprehensive coverage solutions tailored to each client's unique needs. With a focus on risk management and asset protection, Ted guides his clients th...

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Charles King

Principal
Registered Investment Advisor
Retirement Planning Specialist

Charles King combines extensive investment management experience with a passion for personalized financial guidance.

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Derrick Chambers

Principal
Executive Vice President
Family Office Advisor

Derrick is a seasoned Family Office Advisor specializing in personalized wealth management for high-net-worth clients. He combines financial expertise with a commitment to building lasting relationships.

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Brad Kay

Principal
Senior Tax Attorney Family Office
Tax Mitigation Advisor

Brad Kay, a tax lawyer who specializes in tax mitigation planning for individuals and businesses to help them achieve their financial goals. With extensive experience working at Big 4 accounting firms and an investment bank, Brad is committed to helping cl...

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Andrej Kandus

Tax Mitigation Specialist

Dedicated Tax Mitigation Specialist focused on personalized tax planning strategies. Passionate about fostering strong client relationships to achieve financial goals.

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Dan Sturgill

Executive Director Business Development

With over 15 years of experience business development, Dan Sturgill brings a wealth of knowledge and expertise to Creative Resources. As the Executive Director of Business Development for our Family Office, he is dedicated to building and maintaining stron...

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Nigel Butler

CRFO Client Liaison

Nigel Butler brings a dynamic blend of analytical expertise, software negotiation experience, and community-driven leadership to his role as a Private Client Liaison at CRI Advisors. Prior to joining the firm, Nigel worked with a nationally recognized ba...

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