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Our Team

JAMES KREID – Vice President / I.A.R. / Insurance Specialist

Jim_Kried

I have lived in Peoria since the age of 9 and attended Peoria High School and then went on to Illinois State University.

Been in the business since 1986.

I have extensive experience in the Insurance field as well as the financial business which makes me uniquely helpful to my clients. There are many insurance agents who dabble in investments and many Investment Advisors who dabble in insurance. I have a background in estate planning, pension maximization, as well as annuity maximization.

I enjoy helping my clients plan for retirement and we strive to get them into position that they go to work because they like what they do not because they have to go to work! We also strive to help our client protect their assets so they can pass them to children, grandchildren, or charities.  

I started on the insurance side with Northwestern Mutual where I worked for 10 years. While at NML I ran the College Internship program where I recruited, trained, and supervised college students. We had one of the top College Agencies in the country.

I got my series 7, 65, and 63 in 1996 when I began working for Robert W Baird. I spent 6 years there, and then decided to go independent as I joined the CMFS Group. There I joined Craig and continued to develop my personal group of clients. In December 2013 Craig Miller asked me to manage the office and to service his clients. I continue to develop my personal client group as well as Craig’s.

I have been blessed to be married to my wife for 30 years. She retired from the dental field in 2015. I am also blessed to have 2 wonderful daughters…..Kristen and Haley. Haley was married to Kyle in 2015 and lives in Dunlap. Kristen was married to Jerry in 2016 and they have a son Leighton!

Jim and Jill are very involved in the ministries of their church, Bible Study Fellowship, and The Great Banquet. They are very active and enjoy golf, snow skiing, and cycling. They are blessed to be able to spend a lot of time with their family!

 

ALYSSA MARKS – Lead Financial Advisor/ I.A.R.

Alyssa Marks - financial advisor peoria il
Alyssa has been with CMFS Group, Inc. for eleven years. She holds Series 7, General Securities Representative and Series 66, Uniform Combined State Law Licenses. She is registered with FINRA and holds a Life and Health Insurance License. Alyssa also holds a Bachelor of Science in Education from Illinois State University (cum laude). She is a current CFP candidate, anticipating completion of the FPEP Master’s program at Eastern IL University in 2018.

Whether you are focused on accumulating, preserving or transferring wealth, Alyssa will take time to understand the financial issues that are important to you. It starts with consistent portfolio reviews and informed decisions. Alyssa brings added value beyond wealth management by providing exceptional service for her clients. She strives to educate clients and objectively gain a deeper understanding of their goals. Careful contemplation of your financial goals and the risks you are willing to take to achieve them are essential in developing a well thought-out, diversified plan.

Alyssa performs a variety of research functions and utilizes various types of software to assemble presentations for seminars and other client-centered events. Alyssa efficiently and effectively proves to be a valuable resource for both clients and office personnel.

CRAIG MILLER – President / I.A.R. / Principal

Craig Miller - financial advisor morton, il
Craig Miller founded Craig Miller Financial Services in 1989. After a successful career at a national brokerage firm, Mr. Miller determined that clients needed more services than just the buying and selling of stocks and bonds. To satisfy this demand, Mr. Miller developed a financial planning process that has not only benefited his clients in central Illinois, but has generated interest from investors around the world. CMFS clients are located in as many as fifteen different countries worldwide. With Geneos Wealth Management, Mr. Miller is an Investment Advisor Representative and is a current member of the International Association of Financial Planning (IAFP). He is a well-known and respected speaker on a wide range of financial planning topics. Craig Miller currently holds a Series 24, General Securities Principal; Series 7, Registered Representative; plus the life and health insurance license. He is qualified to discuss and offer financial services and investment products with residents of the following states: Alabama, Arkansas, Arizona, California, Colorado, Florida, Georgia, Illinois, Indiana, Iowa, Kentucky, Louisiana, Maryland, Michigan, Minnesota, Missouri, New Mexico, New York, North Carolina, Ohio, Pennsylvania, South Carolina, South Dakota, Texas, Washington and Wisconsin. If you are a resident of any other state, please note that it is a simple and expeditious procedure for Craig Miller to become licensed in other states. Under normal circumstances, this licensing procedure takes 24-48 hours. “Our goal is to provide our clients with solid, timely information and direction that will help give them the best opportunity for financial success.”

REBECCA MOEHN, C.O.O. – Chief Operations Officer

Rebecca Moehn - wealth management peoria il
Becky has worked with Craig Miller since July of 1986; the first three years during his successful career at A.G. Edwards & Sons and continued as his Assistant after he founded Craig Miller Financial Services in 1989. Becky was awarded Secretary of the Year by the Morton Chamber of Commerce in 1992.  On May 9, 2013 Craig awarded Becky for 25 years of dedicated and loyal service at CMFS Group, Inc. Becky does an outstanding job developing lasting relationships with the CMFS clients. She handles and resolves customer service matters and can provide information about products and services provided by CMFS Group, Inc. Becky does an extremely efficient job managing daily office operations. She is responsible for monitoring the orderly flow of establishing and maintaining accounts. In addition, she handles compliance matters and assists in coordinating marketing plans. Becky is the mother of one daughter Reneta and one son Cody.

TERRI OUSLEY – Administrative Assistant

Terri Ousley - peoria financial services
Terri’s friendly personality has been with CMFS Group, Inc. for nineteen years. She graduated from Vatterott Business College, Independence, Missouri with a major in Computer Office Assistant. She has over twenty years of office experience. On April 13, 2013 Craig awarded Terri for 15 years of dedicated and loyal service at CMFS Group, Inc. Terri proves to be an asset to CMFS Group, Inc. maintaining integrity in all aspects of her duties. She is responsible for scheduling appointments, accounts payable, payroll, vacation scheduling and maintains the inflow and outflow of supplies. Terri arranges for purchase, repair and maintenance of all software and hardware office equipment. Terri maintains the company website. Additionally, she assists clients with account access registration via Albridge Solutions on the CMFS website. Terri is married and the mother of one son.

KAREN PUCKETT – Administrative Assistant

Karen Puckett - morton financial services
Karen has been with CMFS Group, Inc. for two years. She is the first person to greet CMFS clients. Karen has several years experience as an administrative assistant. Karen manages the front lobby area. She greets, directs and interacts with all visitors, including clients, vendors and customers. In addition to handling incoming calls at CMFS Group, Inc. Karen proves to be a valuable team member assisting office personnel with clerical overflow work, mailing client correspondence and performing general office duties. In addition, she modifies the messages on our yard sign each week. Karen is married and the mother of two and grandmother of three.