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, Illinois, Indiana, Iowa, Kentucky, Louisiana, Maryland, Michigan, Minnesota, Mississippi, 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."

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.

Rebecca Moehn - Client Services

Becky has worked with Craig Miller for twenty-three 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.

Craig 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 does an outstanding job developing lasting relationships with the CMFS clients. She is responsible for Marketing and Compliance issues.

Becky does an extremely efficient job managing client services and office operations. She is responsible for the orderly flow of the direct purchasing and recording of mutual funds and annuities.

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 thirteen years. She is the first person that greets CMFS clients. She graduated from Vatterott Business College, Independence, Missouri with a major in Computer Office Assistant. She has over sixteen years of office experience.

Terri manages the company's lobby area. She greets, directs and interacts with all visitors, including clients, vendors and customers.

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

 Alyssa Marks - Client Services

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

Alyssa has varied experience in the human resources field, She is the premier customer service representative for assisting CMFS clients. She handles and resolves customer service matters and can provide information in response to inquires about products and services provided by CMFS Group, Inc.

Alyssa performs a variety of research functions. She suggests improvements and assists with marketing. She also utilizes various types of software to assemble presentations for seminars and other client-centered events. Additionally, Alyssa compiles articles, graphics and layouts to put together the monthly CMFS Group, Inc. E-newsletter.

Alyssa efficiently and effectively shows detail and accuracy. She proves to be a valuable resource for both clients and office personnel by providing general operational support.

Alyssa is married and the mother of one son; she enjoys gardening, reading and cooking.