Broker Check

Our Team

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

James Burns Jr.

Financial Advisor

610-325-6186

jburns@1creative.com

610-405-9049 (voice only) * 610-601-4183 (text only)

Lisa Burns

Financial Services Representative I Licensed Insurance Broker

lisaburns@1creative.com

215-620-7445 (voice only) * 610-756-2134 (text only)  

Matt Siegel

Investment Advisor Representative, CLU®, ChFC®

matthewsiegel@1creative.com

732-919-6195 (office) * 732-236-1734 (voice only) * 973-657-5607 (text only)

Einstein Burns

Chief Bark Officer

How We Work

After years in the business, we've developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives.