Your Team 2018-12-11T11:44:36-04:00

Your Team

Bobby Cremins, CFA®, CFP®, CKA®
Founder, President
Chartered Financial Analyst®
CERTIFIED FINANCIAL PLANNER™
Certified Kingdom Advisor®
  • I’m a Christian, a husband, and a father, and these are the three titles I hold most dear
  • I’m the founder and sole employee of Metanoia Financial. I have a lot of help and wonderful partnerships behind the scenes but my clients work directly with me
  • I love people and numbers so I became a financial planner
  • I’m really into healthy eating and I try not to eat processed foods, added sugars, salt, or oil…but I do cheat
  • I used to play “real” sports, but now that I’m older and terrible I just run

Bobby Cremins

Bobby Cremins, CFA®, CFP®, CKA®
Founder, President
Chartered Financial Analyst®
CERTIFIED FINANCIAL PLANNER™
Certified Kingdom Advisor®
  • I’m a Christian, a husband, and a father, and these are the three titles I hold most dear
  • I’m the founder and sole employee of Metanoia Financial. I have a lot of help and wonderful partnerships behind the scenes but my clients work directly with me
  • I love people and numbers so I became a financial planner
  • I’m really into healthy eating and I try not to eat processed foods, added sugars, salt, or oil…but I do cheat
  • I used to play “real” sports, but now that I’m older and terrible I just run

Tracy Kellermeyer
Administrative Assistant

  • Tracy graduated with a Health Promotion and Wellness degree from the University of Wisconsin – Stevens Point. She spent the next 6 years in the Health/Wellness Industry planning and coordinating logistics for employee health screenings, and being the main point of contact for her clients
  • Tracy has always enjoyed working in client service roles, developing relationships with clients and helping them implement programs and events. She was thrilled to recently start helping her husband Dan expand his businesses full-time! Administrative and networking knowledge are just a few of the many strengths she brings to the team.

If this sounds like a team with whom you would enjoy working, read our commitment to always acting in your best interest.

Fiduciary