With over 25 years of experience as a fiduciary financial advisor, Craig is passionate about helping individuals and families make informed decisions about their financial future. His experience with both large financial institutions and more than a decade as an independent advisor has shaped his personalized, long-term approach to financial planning and investment management.

Craig believes financial planning is about more than investments. He takes the time to understand each client’s goals, provide thoughtful strategies, and build lasting relationships grounded in trust and clear communication.

Craig is a FINRA Registered Representative, SEC Registered Investment Advisor, and Registered Principal, with securities registrations dating back to 1998.

Outside the office, Craig enjoys spending time with his family. He has been married for over 20 years, is a proud father of two grown children and a grandfather, and enjoys the outdoors with his family and four dogs.

Sabrina serves as Chief Operating Officer, overseeing day-to-day office operations, marketing support, and compliance. She plays a key role in supporting both clients and advisors, helping ensure the office runs smoothly and delivers a seamless, responsive experience.

As COO, Sabrina is often the first point of contact when Craig is unavailable and is committed to making sure clients feel supported and taken care of. She assists clients with a variety of administrative needs, including money movement requests, address updates, online account access, and general account inquiries, helping ensure requests are handled promptly and accurately.

With a professional background in both pharmacy management and financial services, Sabrina brings a strong understanding of confidentiality, precision, and regulatory compliance to her role. Her attention to detail and commitment to client service help ensure every request is handled with care.

Outside the office, Sabrina is married and a proud mother of two. She enjoys volunteering at her children’s school, reading, and spending time outdoors with her family, including camping and fishing.

Paige serves as our Administrative Assistant, supporting the day-to-day operations of the office and helping ensure clients receive a smooth and efficient experience. She is responsible for setting up new client profiles, preparing and organizing account opening paperwork, and coordinating client requests to ensure they are handled accurately and in a timely manner.

With a background in customer service, Paige is focused on making sure clients feel supported and their needs are met with care and attention. She takes pride in creating a positive client experience and helping keep communication and requests organized and moving forward.

Paige plays an important role in the client onboarding process and ongoing administrative support, working closely with the team to keep the office organized and running smoothly.

Outside the office, Paige enjoys spending time outdoors, including camping and hiking. She also enjoys painting and writing in her free time.