JAMES KREID – President / I.A.R. / Insurance Specialist
Jim Kreid has been with CMFS for 17 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 Peoria and have a son named Jude. 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.
REBECCA MOEHN, C.O.O. – Chief Operations Officer
Becky began her career with Craig Miller 34 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.
TESSA COLBURN – Administrative Assistant
Tessa has been with CMFS since June 2020. She is a recent graduate from Illinois State University with a Bachelor’s Degree in Sociology. While on campus, she was involved in many Registered Student Organizations, President of her sorority and attended many leadership conferences which sparked her interest in administrative positions. Tessa is a Disney College Program Alumni, where she worked in Entertainment.
Tessa is a hardworking and dedicated Administrative Assistant eager to find quick processes, technological advancements and increased client care in every project she completes. She is responsible for scheduling appointments, continuous reception duties, maintenance of all software and hardware office equipment. Tessa also manages the company website and maintains the inflow and outflow of supplies. Tessa can assist clients with access registration via Albridge Solutions on the CMFS website as well. Tessa is engaged to be married and a dog mom to her rescue pup, Johnny Cash.