Craig’s Team

Craig’s Relationship Manager

• Manages Craig’s calendar and schedules all upcoming appointments.
• Stays in touch with clients and friends of the firm on a regular basis.
• Assists clients with implementing the use of our “Track My Wealth” system.

Craig’s Administrative Assistant

• Prepares Craig’s files for upcoming appointments.
• Compiles client net worth statements and other reports.
• Handles financial planning fees and billing.
• Processes and organizes all incoming client documents
• Joined the firm in 2023

Craig’s Special Projects Coordinator

• Supports team members with various tasks
• Joined the firm in 2017