Privacy Policy

Last Updated: August 3rd 2024

1. Introduction

iCreativeFintech/iCreativeCanvas (“we,” “our,” or “us”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website and use our services. Please read this privacy policy carefully. If you do not agree with the terms of this privacy policy, please do not access our site.

2. Information We Collect

Personal Data: We may collect personal information, such as your name, email address, phone number, and financial details when you voluntarily provide it to us through our website or services.

Non-Personal Data: We may collect non-personal information, such as browser type, device type, operating system, and browsing behavior when you visit our website.

3. How We Use Your Information

We use the information we collect to:

  • Provide, operate, and maintain our services.
  • Improve, personalize, and expand our services.
  • Understand and analyze how you use our website.
  • Communicate with you, either directly or through one of our partners, for customer service, to provide you with updates and other information relating to the service, and for marketing and promotional purposes.
  • Process your transactions and send you related information, including purchase confirmations and invoices.

4. Sharing Your Information

We do not sell, trade, or otherwise transfer to outside parties your Personal Data without your consent, except as described below:

  • Service Providers: We may share your information with third-party service providers to assist us in operating our website, conducting our business, or servicing you.
  • Legal Compliance: We may disclose your information if required to do so by law or in response to valid requests by public authorities (e.g., a court or a government agency).
  • Business Transfers: In the event of a merger, acquisition, or sale of all or a portion of our assets, your information may be transferred as part of that transaction.

5. Cookies and Tracking Technologies

We may use cookies and similar tracking technologies to access or store information. Cookies are used to enhance your experience on our website, such as remembering your login status or preferences.

6. Data Security

We use industry-standard security measures to protect your personal information from unauthorized access, use, or disclosure. However, no data transmission over the Internet or electronic storage method is 100% secure, and we cannot guarantee absolute security.

7. Your Rights

You have the right to:

  • Access the personal data we hold about you.
  • Request correction of any inaccurate data.
  • Request deletion of your data under certain conditions.
  • Object to the processing of your personal data.
  • Request the restriction of processing your personal data.

8. Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices or the content of those websites. Please review the privacy policies of any third-party sites you visit.

9. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on this page with a new “Last Updated” date.

10. Contact Us

If you have any questions about this Privacy Policy, please contact us at:

iCreativeFintech/iCreativeCanvas
Email: info@drtreecare.com
Phone: (949) 529-0697
Address: 2045 Canyon Creek Road, Gilbertsville PA 19525

Clients Who Love Us

Kim Tillinghast

CPFA™, Principal, Partner

Kim Tillinghast began her career in the banking industry in 1985. She graduated with a degree in Finance from West Texas State University in 1990 and has continued her education by earning her Series 24 General Securities Principal Exam and Certified Plan Fiduciary Advisor (CPFA™). Shortly thereafter she started her brokerage career at a traditional wirehouse in downtown Los Angeles, California in 1991. After relocating to Orange County, Kim became an independent financial advisor in May of 1993. She brings over 37 years in the banking and finance industry with experience ranging from designing, developing, employing and maintaining complex investment strategies, Pension Plans, Employee Stock Option Plans, Corporate Finance, Estate Planning and Transition. Outside of her career, she served as Co-Chair of the Dallas County Susan G. Komen Race for the Cure 2013 and 2014 and currently serves on the Board of the Tillinghast Society, Inc. With a deep love for animals, she continues to volunteer for multiple emergency animal response teams including Red Rover, HSUS, UAN, ASPCA and volunteers weekly at the Irving Animal Shelter. Kim also loves worldwide adventure travel and has many amazing experiences visiting almost half of the world’s countries and all seven continents, twice.

Karthik Muraliraj

CFP®, ChFC®, CLU®, RMA®, Partner

Karthik Muraliraj was raised in Fort Worth, Texas, and developed an interest in investing and economics at a young age. After graduating from the University of Texas at Austin with a Bachelor of Arts in Economics and a minor in Business, he started his career as a financial professional in 2008. Throughout his career, Karthik has continued to educate himself by gaining multiple designations. Since moving to Dallas, he has been an active member in the community—volunteering with organizations such as the network of Indian Professionals, Dallas Autumn Ball and Reading Partners. Karthik is an avid sports fan and enjoys supporting his alma mater as a proud member of the Texas Exes Dallas Chapter. In his free time, Karthik enjoys cooking, travel, fitness and spending time with this wife, son, dog, and cat.

Crystal Arredondo

MBA, CDFA®, CPFA™, Partner

Crystal Arredondo was born and raised in Germany. She moved to Texas following her parents’ decision to retire after serving an overseas career in the Armed Forces. Seeing firsthand the difficult transition to civilian life after retirement, Crystal obtained her MBA in Finance at the University of North Texas and began her career as a financial advisor. In 2009, she completed the Retirement Planning Specialist Program at the Wharton School of Business, University of Pennsylvania. In 2018, she earned her designation of Certified Divorce Financial Analyst® (CDFA®). In 2022, she earned the additional designation as a Certified Plan Fiduciary Advisor (CPFA™). As the daughter of an immigrant mother, she especially enjoys helping women and business owners make decisions that affect their financial independence. She served as the 2015-16 Chair for the National Association of Women Business Owners (NAWBO) and 2016-17 Chair for the NAWBO Institute of Entrepreneurial Development.

Philip Strunk

CFP®, CPA, Partner

Philip Strunk is a native of Houston, TX. Philip earned his Bachelor of Business Administration and Masters in Professional Accounting from the University of Texas at Austin’s McCombs School of Business. He earned his designation as Certified Public Accountant (CPA) in 2004 and CERTIFIED FINANCIAL PLANNER (TM) certification in 2010. Having started his career with Deloitte & Touche, LLP in 2005, Philip spent a year and a half in Deloitte’s Audit and Assurance Services group and provided a variety of financial services for a number of Fortune 500 companies. He decided in late 2006 that his talent and passion for investments were best suited for working with smaller groups and individuals. After obtaining the required securities registrations and insurance licenses, Philip became a financial advisor. The impact was plainly visible and more fulfilling. Philip serves as the Investment Director for MPACT.

John C. Farris

CAP®, CFS®, Partner

John C. Farris is a founding partner and has more than forty years in both public and private business serving in a variety of management and leadership capacities. John completed the Retirement Planning Specialist Program at the Wharton School of Business at the University of Pennsylvania earning the Retirement Planning Specialist designation. John and his family have a history of philanthropic giving through numerous non-profit organizations. John recently completed his designation as a Chartered Advisor in Philanthropy® (CAP®). He is also a member of The International Association of Advisors in Philanthropy. His primary goal is to help people give intelligently with love and thereby experience the true joy of helping others. John lives in Park Cities and has served on the Public Works Advisory Council, as finance director of the BSA West Park District, the BSA Troop 82 Executive Board, and as a BSA Assistant Scoutmaster for Troop 82, Dallas, Texas.