About Us

Jim and Lisa BurnsJim began his career in financial services with CREATIVE Financial Group upon graduation from Penn State University in 1993 with a B.A. degree in Speech Communications. He is Series 6 and 63 Securities licensed and holds his Life, Accident, and Health Insurance license. This fall Jim will celebrate 30 years with CREATIVE Financial Group.

Lisa began her career after graduating from the University of Lynchburg in 1991 with a B.A. degree in Art/Graphic Design. She worked for two decades in a variety of graphic design/marketing positions with: Takeout Taxi, Disclosure Inc., Microsoft Corporation, St. Thomas Church, Whitemarsh, as well as started her own marketing consulting firm, White Designs, Inc.

In 2020 Lisa and Jim joined forces as husband-and-wife financial planning practice with CREATIVE Financial Group with the mission of helping individuals, families, and business owners increase their financial wellness and take action to plan for their financial future.

As parents and business owners, Lisa and Jim understand that life events can happen when we least expect so making financial planning a priority for yourself and loved ones is of utmost importance. A trusting partnership in your planning is key to helping you reach your immediate and long-term financial goals.

Lisa and Jim live in Fort Washington, PA with their four children -- Lauren, Lexi, Jimmy, Joey, and their dog “Einstein” -- and are active members of the Upper Dublin community.

Please feel free to reach out directly to Lisa (lisaburns@1creative.com I 215-620-7445) or Jim (jburns@1creative.com I 610-405-9049) to start a conversation about your lifetime and legacy financial goals.