Team
At Apple Creek Investments, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
We can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management analysis
We also can review questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s a good approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.
Chad Boreman
Wealth Advisor
Chad began his career in the financial services industry in 1996. He graduated from the University of Toledo with a Bachelor’s Degree in Finance, and shortly thereafter purchased an insurance office from Richard Yoder in Wooster,...
Keri Litman
Executive Assistant
Keri joined the firm in 2006 while attending the University of Akron where she graduated with a degree in Business. Keri keeps the office running smooth and efficient while focusing on maintain client relationships along with the doing...
Nick Swigart
LPL Registered Sales Assistant