Trusted Choice
Our desire is to be your independent planning firm of choice – delivering objective advice, experience-led execution, and exceptional service to the people we work with. We strive to empower you by advocating for your best interests and the interests of those that depend on you. We hold the highest standards and integrity as spelled out in the Certified Financial PlannerTM Code of Ethics and Standards of Conduct, so that in all circumstances we may stand behind our words and our actions.
Support & Direction
We aspire to provide the support and direction that are necessary for wise decision-making, so that over time, the outcome of financial freedom may be fully realized in the lives of those we work with and the accomplishment of all that is important to them.
Quality Relationships
We emphasize that most financial solutions are commodities available through various financial intermediaries. With that in mind, our focus has always been and remains steadfast in the quality of our advice and relationships with the people we serve, compelling right action based on sound understanding. Our professionals not only work with them, but also with their legal and tax advisors to blend our knowledge, experience, and creativity with their philosophy and goals. Many firms manage money and sell investment products. At Creative Financial Strategies, we advocate in the present in order to build financial freedom in the future.
Creative Financial Strategies is an independent, fee-planning and financial management firm, dedicated to the idea of a single establishment where families, professionals, and business owners can obtain unbiased, innovative professional advice. This advice comes from a well-qualified team of professionals who are committed to the highest levels of integrity and transparency in the relationships in which we operate.
With a long-standing commitment to the people we work with, think of us as your advocate, guiding wise decision-making for all of those it impacts, bringing financial security and success. Our unique approach provides an intimate understanding and personal attention to detail – real people serving real people. In light of our independence, we also provide access to a breadth of financial tools made available through various, recognized providers of resources and strategies in the industry.
Isaac Ortiz
Certified Financial Planner™ & President
Isaac Ortiz CFP® was born and raised in Los Lunas, New Mexico. His grandfather, Phillip Blythe CLU CHFC, had nearly fifty years of experience in the insurance industry and introduced Isaac to the financial services industry in 1999. He joined Creative Financial Strategies Group in October 2002 after receiving his Bachelor’s degree in Business Administration, with a concentration in Finance, from the University of New Mexico. In 2008, he succeeded management of the group, and three years later Creative Financial Strategies, LLC was born. He is both owner and president of the Firm. One of Isaac’s early professional goals was to attain the Certified Financial Planner™ (CFP®) certification prior to turning 30 years of age. He did so and, through both study and experience, has since continued to expand his knowledge of the complex issues that people face and the solutions that are required to solve them. He is the lead specialist in fee-based planning, paying particular attention to business consulting and strategy as well as advanced case design. In addition, he is the primary investment strategist of the firm. He is a member of the Oklahoma Estate Planning Council and the Edmond Chamber of Commerce. Grateful for the Lord Jesus’ hand in his life, Isaac is the father of two children, who are the brightest lights in his life, and he loves nothing more than spending time with them. He likes to get his hands dirty under the hood of a car and is an avid bow hunter and outdoorsman.
Jason Mullins
Retirement Income Certified Professional® & Financial Advisor
Jason Mullins joined Creative Financial Strategies LLC in 2007. He is a graduate of The University of New Mexico – Robert O. Anderson School of Management with a Bachelor of Business Administration degree, concentration in Finance. As a licensed Investment Advisor Representative (IAR) and Fiduciary, he uses a holistic approach in gathering information and is able to provide strategic analysis and tailored recommendations. Jason desires to empower people with the clarity and confidence needed for making important financial decisions. Born in Texas, Jason has lived in Albuquerque since 1989. He has been married since 2004 and is the father of two children. Jason is active in his community and serves on the board of his church. He is an outdoor and athletic enthusiast and enjoys running, golf, softball, snowboarding, and hunting. His interest in the financial industry evolved from his own battles with Cancer and being personally impacted by the need for financial awareness and stability for his own family. After persevering through his adversity, Jason became passionate about helping others live for today, while preparing for life’s uncertainties.
Daniela Deuel
Regional Manager
Daniela Deuel has served Creative Financial Strategies as the Regional Manager since 2015. A native New Mexican, she graduated from the University of New Mexico with backgrounds in administration, general education and childhood development, choral and music education, and the performing arts. Daniela has served alongside multiple charities and churches as well as been appointed as a board member for several theaters and performance groups. In addition to teaching private music instruction and performing in her free time, Daniela enjoys cooking, exploring the outdoors, walking her dogs, and hanging out with her loved ones. She is a general member and Board Member for Edmond Young Professionals, a member with the Edmond Chamber of Commerce, a volunteer for Edmond Mobile Meals, and is an adjudicator for the Kelli O’Hara Awards (The National High School Musical Theatre Awards®).
Brittainy Mullins
Practice Coordinator
Brittainy Mullins joined Creative Financial Strategies, LLC in 2022 as Practice Coordinator for Jason Mullins. Born and raised in Texas, she graduated with a Bachelor’s Degree in Marketing from the University of Texas at Arlington. Upon moving to New Mexico, she worked for Creative Financial Strategies Group for one year in a supporting role and in a similar capacity during the launch of Creative Financial Strategies, LLC . She has since then raised and homeschooled her children as well as served as local director for a national nonprofit that supports food insecure communities. Passionate for non-profit organizations, Brittainy currently volunteers as Children’s Pastor for her church, Triumph Centre. Brittainy lives in Albuquerque with her husband Jason and their two children. She is a fitness enthusiast and enjoys traveling and cooking.
Alicia Lockett
File Clerk
Alicia Lockett joined Creative Financial Strategies in 2023 as a File Clerk for the Firm. Born and raised in New Mexico, Alicia has an applied sciences degree from CNM and is a licensed cosmetologist. In addition, she has a background in the banking industry, having worked for two local credit unions in the Albuquerque Metro area. Next to her role at CFS, the role she is most proud of is that of wife and mother. She homeschools her two young children and enjoys working out with her husband at their gym, growing her annual vegetable garden, spending time with her family.