Fiduciary Financial Planning Specialists Frisco TX
Andrew Cremé, MBA, AIF®, CFP®
Financial Planner
Shelby Callaway
Client Operations Associate
Andrew Cremé has worn many hats in his lifetime. It is a little known fact that he used to be a theatre star back in high school. Unfortunately, Woodstock, CT has more cows than people so it was mostly the food that was being entertained.
After college, Andrew decided that the best chance of understanding corporate America would be to work with "crazies" directly, so off to a psych facility he went - not as a patient, but as a half security guard, half nurse who was hired after being asked, "So how good are you at tackling?"
Later on and a half a dozen stories down the road, Andrew uncovered his true capitalistic nature by purchasing into the Green Bay Packers football team. Although a New England Patriots fan, he believes that sports team ownership should be something for everyone and not just the new oligarchs of the world. It would, however, have been a much harder decision if the Miami Dolphins represented the available team.
Andrew's true passion today is helping families understand that money doesn't have to be confusing and retirement planning can make sense. life is about understanding your passions and making a plan to live them.
Before joining SageSpring Wealth Partners, Shelby Callaway was a stay-at-home mom to her two wonderful sons. During her time at home, she also completed her degree in Applied arts & Science from the University of North Texas.
In her current role serving the Creme Wealth Team – based in Frisco, Texas- Shelby is a Client Operations Associate and assists the team by providing clients with quality service. She routinely contacts internal and external customers to obtain, clarify, or provide facts and information. Shelby also coordinates meetings, events, and appointments for advisors.
Shelby is proud to work for SageSpring Wealth Partners because of the genuine support and guidance offered to her by colleague’s and the company alike. She is also impressed by how her team really cares about their clients, and focuses on nurturing those relationships.
Outside of work Shelby enjoys watching her sons excel in Sports and friendships. Her favorite past time is spending quality time with family and friends, and traveling to new places.
Our firm is headquartered out of Nashville in the suburb of Franklin, Tennessee. The Cremé Wealth Team is a part of SageSpring Wealth Partners with advisors that specialize in
serving clients in their retirement needs. Our group was established in 2002 by Jeffrey T. Dobyns, CLU, CHFC, CFP® as an independent financial services firm. This independence provides our advisors with the freedom of choosing from a robust variety of different investment services.
Our broker/dealer is Raymond James Financial Services. Founded in 1962 and a public company since 1983, Raymond James Financial is a diversified financial services holding company with subsidiaries engaged primarily in investment and financial planning, in addition to investment banking and asset management. This means that we have the support of a large company but allows our advisors to provide the independent, personalized service of a small firm.