President | Investment Advisor Representative | Insurance Specialist
Jim Kreid has been with Solid Rock Retirement Strategies (Formerly CMFS) for 17 years. He began his career in 1986 working on the insurance side with Northwestern Mutual. During the 10 years he was there, he ran the college internship program and was an integral part of one of the top college agencies in the country. His responsibilities in this role included recruiting, training and supervising college students.
In 1996, Jim attained the series 7, 63, and 65 financial securities licenses while working at Robert W. Baird in Peoria. In 2002, he joined Craig Miller at CMFS Group as an independent agent. Jim has extensive experience in both the insurance and financial field, giving him a unique skill set. His specializations include estate planning, pension maximization, and annuity maximization. He enjoys helping clients plan for retirement, with the goal of allowing people to go to work only because they want to, not because they have to. He also strives to help clients protect their assets in order to pass them on to loved ones or charitable organizations.
In December of 2013, Jim became managing Vice President at CMFS and began servicing a majority of Craig Miller’s clients. This role has continually expanded, and in 2017 Jim took over primary responsibility for the office as a whole.
Jim has been a resident of Peoria since the age of 9. He attended Peoria High and Illinois State University. He and his wife of 30 years, Jill, are blessed to have two daughters, Haley and Kristen. Haley and her husband Kyle reside in Peoria and have a son named Jude. Kristen and her husband Jerry reside in Peoria, and they have a son named Leighton and a daughter named Isla. Jim and Jill are very involved in the ministries of their church, Bible Study Fellowship, and The Great Banquet. They are very active and enjoy playing golf, snow skiing, and cycling. They are blessed to be able to spend a lot of time with family.