At Creative Financial Planning, we enjoy working with people who want to grow and develop. We are here to help busy, successful people keep their finances on track, so that they can focus on achieving their personal and professional goals.
Meet The Team
S. Lisa Hayes
CFP®, ChFC, AIF®
S. Lisa Hayes founded Creative Financial Planning Inc. in 1985.
For Ms. Hayes, financial planning synthesized all that she wanted to achieve – to help people, make a difference in the world, and to work with numbers. Fast-forward 30+ years and Hayes still loves her calling.
As a registered representative of Commonwealth Financial Network, the nation's largest privately held independent broker dealer, Ms. Hayes manages over $150,000,000 in assets.
Ms. Hayes has been a CERTIFIED FINANCIAL PLANNER™ professional since 1986, obtaining her certification from Adelphi University and subsequently earning the title of Chartered Financial Consultant and Accredited Investment Fiduciary Designee. She holds a bachelor's degree from University of Florida and attended Emory law school.
Ms. Hayes takes an active role in both her local and global community. She is an alumnus of leadership Rockland and board member of the Center for Safety Change. Internationally, Ms. Hayes is active in New City Rotary and is twice a Paul Harris fellow.
Lisa Hayes is proud to have been recognized as a Leaders Level advisor for 2019—a distinction based on annual production attained by just 7 percent of advisors affiliated with Commonwealth Financial Network.
Each year, Commonwealth, the Registered Investment Adviser–broker/dealer that helps us process investment transactions on your behalf, recognizes Leaders Level advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Leaders Level advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.
In her spare time, Ms. Hayes enjoys birding and travel.
Daniel Gwizdak joined Creative Financial Planning as a high school intern – and hasn’t looked back.
Daniel’s early experiences with Lisa and her clients motivated him to pursue a degree in financial services. After graduating SUNY Binghamton in the spring of 2007, Daniel worked side-by-side with Ms. Hayes, and under her guidance and stewardship earned his CFP® certification in 2011 through Pace University.
Daniel takes extreme care in crafting financial plans, reviewing asset allocations and suitability, and creating an exceptional customer service experience. Ms. Hayes has left an immeasurable mark on Daniel as to what it means to help people. His vision is to carry forward, for generations to come, the values of service above self and helping the community in need.
Daniel is an avid bowler and doesn’t turn down a chance to hit the lanes. He also enjoys swimming, skiing, traveling and spending time with his growing family.
Baxter Hayes is an AKC-registered Havanese who was born Lucky (literally), then rehomed, adopted, and re-named by Lisa Hayes in 2009. Baxter enjoys managing the overall vibe of Baxter Hall, working hard each day to ensure an environment that is serene, comfortable, and, above all, productive. Follow his travails on Instagram at @BaxterMeansBusiness.
Baxter is a Pisces and his favorite movie is “Anchorman.”
Baxter Hayes, AKC
Our Partner: Commonwealth Financial Network
Your relationship with Creative Financial Planning includes access to the expertise and technology of Commonwealth Financial Network®, a leading independent broker/dealer-RIA. Since 1979, Commonwealth has been setting the standard for excellence among broker/dealers, partnering with a highly selective network of financial advisors across the country.
Our partnership with Commonwealth allows us to provide you with:
A wide array of investment choices
In-depth research to choose the best investment options for your financial goals
Cutting-edge financial technology to ensure expedience, accessibility, and security