Our Team

We stand for “doing the right thing.” Join us.

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We stand for "doing the right thing." Join us.

We stand for “doing the right thing.” Join us.

Call Us

Meet the hearts and minds behind the scenes at Creative Asset Solutions.

Who leads Creative Asset Solutions?

A leader defines their organization’s culture.

Kevin, a respected financial consultant, educator and author, is a series 65 investment advisor representative and holds firm to his fiduciary responsibilities; in addition he is a Chartered Federal Employees Benefits Consultant designation (CHFEBC) and holds life and health insurance licenses in multiple states. Kevin is a long-standing member of the Society of Financial Service Professionals, and both the Cincinnati Area and the Eastern Michigan Better Business Bureau maintaining an A+ rating since starting Creative Asset Solutions, LLC in August of 2001.   

Kevin Bard is the Owner and Founder of Creative Asset Solutions, LLC, a respected financial advisor, educator, and author. He is a retirement and social security specialist who focuses on maximizing income solutions and protecting investment principal. His strategies have helped his clients preserve their wealth and increase their family legacy. Over the past 30+ years Kevin has utilized a unique educational process that has allowed his clients to be better informed about the numerous income, investment, and insurance choices available today.


Kevin is a series 65 investment advisor representative with Creativeone Wealth, LLC, which is a separate company from Creative Asset Solutions, LLC. and holds firm to his fiduciary responsibilities; He is an investment advisor representative in addition, Kevin is a long-standing member of the Greater Cincinnati and Eastern Michigan Better Business Bureau maintaining an A+ rating since starting Creative Asset Solutions, LLC in August of 2001. Kevin’s firm is based in Northern Kentucky with branch offices in Cincinnati, Blue Ash, West Chester Ohio and in Clinton Township, MI.

Kevin, a respected financial consultant, educator and author, is a series 65 investment advisor representative and holds firm to his fiduciary responsibilities; in addition he is a Chartered Federal Employees Benefits Consultant designation (CHFEBC) and holds life and health insurance licenses in multiple states. Kevin is a long-standing member of the Society of Financial Service Professionals, and both the Cincinnati Area and the Eastern Michigan Better Business Bureau maintaining an A+ rating since starting Creative Asset Solutions, LLC in August of 2001.   

Durran Alexander

Durran is partnering with Kevin to provide assistance and care to the CAS clients in the areas of life insurance and Medicare knowledge. He is a graduate of the University of Notre Dame. For 20 years, he has been able to coach and mentor many young children and adults through the schools and church which helps foster his passion to serve the families of this community. His wife and two children have lived in Northern KY for over 45 years.

Kevin, a respected financial consultant, educator and author, is a series 65 investment advisor representative and holds firm to his fiduciary responsibilities; in addition he is a Chartered Federal Employees Benefits Consultant designation (CHFEBC) and holds life and health insurance licenses in multiple states. Kevin is a long-standing member of the Society of Financial Service Professionals, and both the Cincinnati Area and the Eastern Michigan Better Business Bureau maintaining an A+ rating since starting Creative Asset Solutions, LLC in August of 2001.   

Creative Asset Solutions has partnered with nationally recognized Social Security expert Heather Schreiber to provide clients with tailored Social Security distribution and claiming strategies.


With over 25 years of experience, Heather is a passionate advocate for empowering retirees through education. She owns HLS Retirement Consulting, LLC, and is a published author and keynote speaker featured in USA Today, Think Advisor, and more. Heather also collaborates with financial organizations like Surgent CPE and NAFA to educate professionals and consumers on retirement planning.

Kevin, a respected financial consultant, educator and author, is a series 65 investment advisor representative and holds firm to his fiduciary responsibilities; in addition he is a Chartered Federal Employees Benefits Consultant designation (CHFEBC) and holds life and health insurance licenses in multiple states. Kevin is a long-standing member of the Society of Financial Service Professionals, and both the Cincinnati Area and the Eastern Michigan Better Business Bureau maintaining an A+ rating since starting Creative Asset Solutions, LLC in August of 2001.   

Elisabeth Mihaljevic

Administrative Assistant

Elisabeth has over 30 years of experience in administrative assistance, sales and marketing, and design. She has a passion for organization and ensuring tasks are completed efficiently. A former homeschooling mom, Elisabeth enjoys spending her free time working on wood projects and creating unique, handcrafted items.

Kevin, a respected financial consultant, educator and author, is a series 65 investment advisor representative and holds firm to his fiduciary responsibilities; in addition he is a Chartered Federal Employees Benefits Consultant designation (CHFEBC) and holds life and health insurance licenses in multiple states. Kevin is a long-standing member of the Society of Financial Service Professionals, and both the Cincinnati Area and the Eastern Michigan Better Business Bureau maintaining an A+ rating since starting Creative Asset Solutions, LLC in August of 2001.   

Shelby Jones

Shelby is the dedicated scheduler at Creative Asset Solutions, LLC, managing client reviews and follow-up appointments with precision and care. Outside of work, she channels her creativity into home remodeling and interior design, bringing vision and style to every project she undertakes.

Meet the hearts and minds behind the scenes at Creative Asset Solutions.

Who leads Creative Asset Solutions?

A leader defines their organization’s culture.

Call Us

Kevin Bard is the Owner and Founder of Creative Asset Solutions, LLC, a respected financial advisor, educator, and author. He is a retirement and social security specialist who focuses on maximizing income solutions and protecting investment principal. His strategies have helped his clients preserve their wealth and increase their family legacy. Over the past 30+ years Kevin has utilized a unique educational process that has allowed his clients to be better informed about the numerous income, investment, and insurance choices available today.


Kevin is a series 65 investment advisor representative with Creativeone Wealth, LLC, which is a separate company from Creative Asset Solutions, LLC. and holds firm to his fiduciary responsibilities; He is an investment advisor representative in addition, Kevin is a long-standing member of the Greater Cincinnati and Eastern Michigan Better Business Bureau maintaining an A+ rating since starting Creative Asset Solutions, LLC in August of 2001. Kevin’s firm is based in Northern Kentucky with branch offices in Cincinnati, Blue Ash, West Chester Ohio and in Clinton Township, MI.


Kevin Bard is the Owner and Founder of Creative Asset Solutions, LLC, a respected financial advisor, educator, and author. He is a retirement and social security specialist who focuses on maximizing income solutions and protecting investment principal. His strategies have helped his clients preserve their wealth and increase their family legacy. Over the past 30+ years Kevin has utilized a unique educational process that has allowed his clients to be better informed about the numerous income, investment, and insurance choices available today.


Kevin is a series 65 investment advisor representative with Creativeone Wealth, LLC, which is a separate company from Creative Asset Solutions, LLC. and holds firm to his fiduciary responsibilities; He is an investment advisor representative in addition, Kevin is a long-standing member of the Greater Cincinnati and Eastern Michigan Better Business Bureau maintaining an A+ rating since starting Creative Asset Solutions, LLC in August of 2001. Kevin’s firm is based in Northern Kentucky with branch offices in Cincinnati, Blue Ash, West Chester Ohio and in Clinton Township, MI. 

Assistant to Kevin Bard

Durran Alexander

Durran is partnering with Kevin to provide assistance and care to the CAS clients in the areas of life insurance and Medicare knowledge. He is a graduate of the University of Notre Dame. For 20 years, he has been able to coach and mentor many young children and adults through the schools and church which helps foster his passion to serve the families of this community. His wife and two children have lived in Northern KY for over 45 years.

Social Security / Tax Advisor

Heather Schreiber

Creative Asset Solutions has partnered with nationally recognized Social Security expert Heather Schreiber to provide clients with tailored Social Security distribution and claiming strategies.



With over 25 years of experience, Heather is a passionate advocate for empowering retirees through education. She owns HLS Retirement Consulting, LLC, and is a published author and keynote speaker featured in USA Today, Think Advisor, and more. Heather also collaborates with financial organizations like Surgent CPE and NAFA to educate professionals and consumers on retirement planning.

Administrative Assistant

Elisabeth Mihaljevic

Elisabeth has over 30 years of experience in administrative assistance, sales and marketing, and design. She has a passion for organization and ensuring tasks are completed efficiently. A former homeschooling mom, Elisabeth enjoys spending her free time working on wood projects and creating unique, handcrafted items.

Scheduling Assistant

Shelby Jones

Shelby is the dedicated scheduler at Creative Asset Solutions, LLC, managing client reviews and follow-up appointments with precision and care. Outside of work, she channels her creativity into home remodeling and interior design, bringing vision and style to every project she undertakes.

Assistant to Kevin Bard

Durran is partnering with Kevin to provide assistance and care to the CAS clients in the areas of life insurance and Medicare knowledge. He is a graduate of the University of Notre Dame. For 20 years, he has been able to coach and mentor many young children and adults through the schools and church which helps foster his passion to serve the families of this community. His wife and two children have lived in Northern KY for over 45 years.

Creative Asset Solutions has partnered with nationally recognized Social Security expert Heather Schreiber to provide clients with tailored Social Security distribution and claiming strategies.



With over 25 years of experience, Heather is a passionate advocate for empowering retirees through education. She owns HLS Retirement Consulting, LLC, and is a published author and keynote speaker featured in USA Today, Think Advisor, and more. Heather also collaborates with financial organizations like Surgent CPE and NAFA to educate professionals and consumers on retirement planning.

Elisabeth Mihaljevic

Elisabeth has over 30 years of experience in administrative assistance, sales and marketing, and design. She has a passion for organization and ensuring tasks are completed efficiently. A former homeschooling mom, Elisabeth enjoys spending her free time working on wood projects and creating unique, handcrafted items.


Shelby Jones

Shelby is the dedicated scheduler at Creative Asset Solutions, LLC, managing client reviews and follow-up appointments with precision and care. Outside of work, she channels her creativity into home remodeling and interior design, bringing vision and style to every project she undertakes.

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