Our Qualifications

Craig Miller - President/Investment Advisor Representative

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, Iowa, Illinois, Indiana, Missouri, Ohio, South Carolina, Texas, 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."

James Kreid - Vice President/Investment Advisor Representative; Insurance Specialist

Jim has an extensive insurance/investments background and specializes in the areas of insurance protection. Those areas most specifically include estate planning, income protection, pension maximization and long-term care. His licenses include the Series 7, (Registered Representative),Series 66 (Investment Advisor Representative), and a license for life and health  insurance.

Mitchell Morgan, AAMS - Vice President/Investment Advisor Representative

Mitchell Morgan holds the College for Financial Planning designation of Accredited Asset Management Specialist (AAMS).  This designation is received once you have completed 120 hours of training, passed a rigorous exam, and signed the College for Financial Planning code of ethics.  An AAMS professional is specially trained to help you manage your assets and reach your financial goals.

Mitchell Morgan offers financial planning for the experienced investor, as well as, those just starting to invest.  He can help you with college planning, retirement planning, and everything in between.  He specializes in 529 college planning and 401K rollovers.

Mitchell Morgan currently holds a Series 53 (Municipal Securities Principal), Series 24 (General Securities Principal), Series 7 (Registered Representative), Series 66 (Investment Advisor Representative), and a license for life and health insurance.

 

Rebecca Moehn - Client Services

Becky has worked with Craig Miller for twenty-two years; the first two years during his successful career at a national brokerage firm and continued as his Assistant after he founded Craig Miller Financial Services in 1989.

Becky does an outstanding job developing lasting relationships with the CMFS clients. She is responsible for Marketing and Compliance issues. Additionally, she manages client services and office operations.

Craig recently awarded Becky for 20 years of dedicated and loyal service at CMFS Group, Inc. during the Geneos Wealth Management National Conference held in Denver, Colorado.

Becky is a Notary for the State of Illinois. She is the mother of one daughter and one son.
 

Terri Ousley - Administrative Assistant

Terri's friendly personality has been with CMFS Group, Inc.  for twelve years. She is the first person that greets CMFS clients. She graduated from Vatterott Business College, Independence, Missouri with a major in Computer Office Assistance. She has over fifteen years of office experience.

In addition to being our receptionist, Terri is responsible for scheduling appointments, accounts payable, payroll, supply requisitions and assisting clients with Albridge Solutions on the CMFS website.

Terri is a Notary for the State of Illinois. She is married and the mother of one son.

Alyssa Lambert - Administrative Assistant

Alyssa has been with CMFS Group, Inc.  for four years. She graduated with honors from Illinois State University in 2004.

Alyssa has varied experience in the human resources field. At CMFS she provides clerical support by managing files, answering phone calls and mailing client correspondence. In addition, she modifies the messages on our sign each week.

Alyssa proves to be a valuable resource for both clients and office personnel by providing agency support in general. Alyssa is the mother of one son and enjoys gardening, reading and cooking.