While managing small business pension plans in the 80s, Michael discovered a problem: instead of providing Employee Benefit Plans, loopholes in the law allowed for “Employer Benefit Plans” to take over. Michael frequently argued with clients about sharing the success their employees helped to achieve.
From then on, he realized he had a bigger role to play in educating others. Before owning Creative Wealth Management, LLC, in 1998, Michael served as a partner for Snyder Kresh Financial Services and Tectum Financial Services.
Michael’s goal is to put his clients on a path to achieving their long-term goals. He takes the time to help them understand their personal emotions about money and its effects on their financial behavior. He strongly believes that every aspect of a person’s life must holistically link together in order for them to take back control of their money.
In his free time, Michael enjoys spending time with his grandchildren, Elliot and Jonah, traveling, and playing tennis. He also sits on the editorial review board of the Journal For Financial Planning.
He is no stranger to the media and has appeared on many channels, including Fox News, NBC’s The Today Show, CBS Evening News, over 70 appearances on CNBC’s power lunch, and even on Tokyo’s Asahi TV.
Dan Kresh is a CERTIFIED FINANCIAL PLANNER™ professional providing comprehensive financial planning to individuals, families, and small business owners for over a decade.
He and his father, Michael D. Kresh, CFP® cohosted over 100 episodes of their live radio show "A Better Environment for Your Retirement" since the summer of 2020.
Dan holds strongly to the belief that money is never the goal itself - it is a tool that can help build the life you want. He knows how essential it is to understand and appreciate each individual’s unique relationship with money to help them improve their financial habits. The best part of his job is helping clients use the tool of money to build meaning in their lives.
The Kresh's multigenerational approach to planning, and combined 50 years of experience, provide unique insights to the clients and families they serve. Dan is passionate about helping people find their purpose and helping them turn good incomes into great outcomes.
In his free time, Dan enjoys spending time with his family, his amazing wife Sandra, and their twin sons Elliot and Jonah. Dan is also the President of the Rotary Club of Hauppauge and a member of the Golf Committee for the Rose Brucia Foundation. Dan is an avid tennis player, and he is a USPTA-certified tennis instructor who occasionally gives lessons at his local club.
Lauren has worked at Creative Wealth Management, LLC, since March 2008. Her role often extends beyond her job title - Lauren will do whatever it takes to ensure the office runs efficiently.
With a background in Childhood Education, Lauren is attentive to the needs and wants of the clients and plays a big role in maintaining strong relationships. She knows all too well that being in the financial industry extends beyond just money management - it’s about helping people reach their lifelong goals. Seeing clients who get to travel, pay for college or spend more time with their grandchildren is the most rewarding part of her job.
Lauren spends her free time with her growing family - her husband, two stepdaughters, two sons, one French bulldog, and a hedgehog. She loves creating new experiences with her children, whether it’s going to the library or the Bronx Zoo. Lauren also enjoys camping, crabbing, fishing, or simply watching movies at home.