Craig’s Team

Associate Advisor/Craig’s Relationship Manager

• Provides direct guidance for investment management clients.
• Oversees firm-wide rebalancing and trading activities.
• Initial contact point for Craig’s clients to coordinate meetings and phone calls.
• Stays in touch with clients and friends of the firm on a regular basis.
• Joined the firm in 2019

Craig’s Special Projects Coordinator

• Provides versatile support to the team, adeptly handling a wide range of tasks to maintain smooth operations.
• Leads special projects with precision and foresight, delivering results that elevate our firm’s objectives.
• Oversees financial planning billing process with accuracy and efficiency
• The “glue” for the team, and instrumental in maintaining a polished, organized, and professional environment.
• Joined the firm in 2017

Craig’s Office Coordinator

• Prepares essential documentation for Craig’s client appointments, setting the stage for seamless meetings.
• Compiles comprehensive client net worth statements and detailed reports, delivering critical insights with precision.
• Processes and organizes incoming client documents, maintaining confidentiality and order with effortless efficiency.
• Joined the firm in 2024