MEET THE SUGAR CREEK GROUP PROFESSIONALS
MEET THE SUGAR CREEK GROUP PROFESSIONALS
Calvin C. Hunt, CLU, ChFC
Managing Principal
Expertise
Personal strategies, Retirement strategies,
Legacy and Business strategies
Experienced
In financial services since 1972.
Chartered Life Underwriter
Chartered Financial Consultant
Investment Adviser Representative
B.S. – Baylor University
Involved
Given over 1000 speeches worldwide to accountants,
attorneys, and other professionals on business, estate, financial
and life planning.
The International Association of Financial Planning
Society for Financial Professionals
Shauna Davidson-Curry
Senior Executive Consultant
Expertise
Unique Personal and Business Solutions, Company Acquisitions
and Sales, Team Building and Relationships, Social Media and Website Marketing
Experienced
In Business Coaching and Consulting since 2010
Licensed Life Insurance
Involved
Successfully assisted in the Acquisition of Several Multi-Million
Entrepreneur and Small Business Companies.
Work with Entrepreneurs, Small Business Owners,
and High Net- Worth Clients daily
Koren DeSplinter
Senior Executive Consultant
Expertise
Develop systems for improving the administration side of the business
Set-up the organization of the company to function at the highest level of efficiency
Experienced
10+ years Process and Procedure Analysis and Documentation
5+ years Training Program Development
Office Manager, Human Resources & Bookkeeping
Licensed Life Insurance
BS Business Management, Bradley University
Involved
Successfully created and refined procedure books as well as re-organized paper and electronic filing systems.
Served as Insurance, Investment, and 401K Client Manager before taking on clients as the Organizational Client Manager.
OUR CREDENTIALS, EXPERTISE, & REPUTATION
CREDENTIALS
Our knowledge of personal cash and risk management, what it takes to achieve Financial Independence, and estate preservation for individuals and families is thorough and accurate. We are experienced to perform this profession.assist you in making decisions.
EXPERTISE
We have the important risk management, investment, estate and business planning experience that goes with our knowledge. We resource a team of experts in the fields of law, tax, etc.
REPUTATION
For over fifty years our clients professional advisors have been our best references. We have been called on by other professionals to teach and develop personal cash and risk management; asset accumulation and preservation, business planning and estate protection techniques.
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