David Cremerius, CPA
Bob Cremerius, CPA/PFS

Our Team

Bob Cremerius is the owner of Cremerius Wealth Management. Cremerius Wealth Management is the successor to Cremerius Rice Financial Advisors.

 

Bob graduated Summa Cum Laude from Christian Brothers University in 1983, receiving a Bachelor of Science Degree in Accounting. Following graduation, Bob worked in the Memphis office of a Big Eight public accounting firm. He became a licensed Certified Public Accountant in August 1985. After leaving public accounting, he served as a financial executive at several Mid-South companies. Bob has worked in the retirement planning and investment business since 1996. Always striving to increase his knowledge in the financial planning industry, Bob earned the Personal Financial Specialist (PFS) designation in 2006. The PFS designation is the financial planning specialty credential issued by the American Institute of Certified Public Accountants (AICPA) exclusively to qualified CPAs with proven expertise and experience in comprehensive personal financial planning. Additionally, Bob has completed extensive study followed by the successful completion of two comprehensive exams in the analysis of employee stock options.

David Cremerius is a native Memphian and graduated Summa Cum Laude from Christian Brothers University, majoring in Accounting. Prior to joining Cremerius Wealth Management in January of 2014, he spent twelve years with the Catholic Diocese of Memphis where he was responsible for working with donors on their charitable giving and estate planning as Director of Development and the Director of Planned Giving.

 

David’s accounting experience includes working for PriceWaterhouse Coopers, where he obtained his CPA license, and later with Delta Life and Annuity until it sold. After leaving accounting he worked in business development with RHI Management Resources, a then new consulting division of Robert Half International.

 

He is currently Treasurer for the Planned Giving Council of Greater Memphis and is active at St. Louis Church.

Gina Soldan,
Executive Assistant

Gina Soldan 

 

Gina joined the Cremerius Wealth Management team to assist Bob and David in business development, marketing strategies, and to assist in customer relations.  Gina was born and raised in Allentown, Pennsylvania, but has called Memphis her home for the past 17 years.  Her professional career includes time spent as a sales representative for the pharmaceutical and medical equipment industry.  Prior to joining the Cremerius team the last 8 years were spent in the special event industry as a senior project manager working nationally with Fortune 500 companies, the government, and universities.  She is the proud mother of two young children who attend St. Agnes Academy and St. Dominic School, and when she is not at work she can be found there volunteering. 

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Cremerius Wealth Managemant

 

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5100 Poplar Avenue

Suite 2220

Memphis, TN 38137

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T: 901-820-4406

F: 901-820-4407