JAMES KREID – Vice President / I.A.R. / Insurance Specialist
Jim Kreid has been with CMFS for 14 years. He began his career in 1986 working on the insurance side with Northwestern Mutual. During the 10 years he was there, he ran the college internship program and was an integral part of one of the top college agencies in the country. His responsibilities in this role included recruiting, training and supervising college students.
In 1996, Jim attained the series 7, 63, and 65 financial securities licenses while working at Robert W. Baird in Peoria. In 2002, he joined Craig Miller at CMFS Group as an independent agent. Jim has extensive experience in both the insurance and financial field, giving him a unique skill set. His specializations include estate planning, pension maximization, and annuity maximization. He enjoys helping clients plan for retirement, with the goal of allowing people to go to work only because they want to, not because they have to. He also strives to help clients protect their assets in order to pass them on to loved ones or charitable organizations.
In December of 2013, Jim became managing Vice President at CMFS and began servicing a majority of Craig Miller’s clients. This role has continually expanded, and in 2017 Jim took over primary responsibility for the office as a whole.
Jim has been a resident of Peoria since the age of 9. He attended Peoria High and Illinois State University. He and his wife of 30 years, Jill, are blessed to have two daughters, Haley and Kristen. Haley and her husband Kyle reside in Dunlap. Kristen and her husband Jerry reside in Peoria, and they have a son named Leighton and a daughter named Isla. 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 playing golf, snow skiing, and cycling. They are blessed to be able to spend a lot of time with family.
ALYSSA MARKS – Lead Financial Advisor/ I.A.R.
Alyssa has been with CMFS Group, Inc. for twelve years. She is a dually registered financial professional. She is registered with FINRA as a broker/dealer representative and with the SEC as an investment advisor representative. She holds the Series 7, General Securities Representative License and the Series 66, Uniform Combined State Law License; as well as being licensed in Life, Health & Long-Term-Care Insurance. Alyssa holds a Bachelor of Science degree from IL State University (cum laude). She is also a current CFP candidate, anticipating CFP completion in 2020.
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.
REBECCA MOEHN, C.O.O. – Chief Operations Officer
Began her career with Craig Miller 32 years ago in July of 1986. The first three years she assisted Craig 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’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.