We know that to give my client’s the very best service requires a solid team. To that end, the team at Craig Wealth Advisors is focused on giving the highest level of customer service. Please stop by either our offices in beautiful Traverse City or on the picturesque shores of Torch Lake in Alden Michigan. We always enjoy meeting a neighbor.
I joined Craig Wealth Advisors in 2013 because I
respect the team's comprehensive approach to financial planning and client
service. I appreciate Debbie’s personalized,
caring approach to client service coupled with the highest degree of integrity
and extensive industry knowledge and experience.
Similar to Debbie, I grew up in a family business which
taught me that:
- Exceptional customer service must begin with
trust and personal attention.
- Financial literacy and proper financial planning
both in your business and personal life are important elements to success.
At Craig Wealth Advisors, I combine my
experience in financial services and marketing to help develop, deliver,
implement and service investment and financial plans for our clients. I maintain my Series 7 and Series 66 licenses. In my role as Registered Associate
, I oversee:
- office management and operations
- processing mutual fund and equity orders
- client and prospect communications
- branch policies, procedures and operations
- client service
- compliance requirements
I strive to understand the complexities and unique needs of
our clients and am dedicated to providing them with personalized service every
Professional and Community Involvement
- SCORE – As a business mentor since 2011, I coach
business owners as they start and grow their companies in Northern Michigan. Additionally, I serve as the Chair of the chapter’s
- Junior Achievement – Supporting my passion for
financial literacy, I teach a number of different Junior Achievement classes in
the local high schools and participate as a mentor at the annual Youth Summit
that encourages the entrepreneurial spirit in young adults.
- BS in Math and Economics from Allegheny College
- MBA from University of Pittsburgh
My other very important job is being the mom to three
fabulous, caring, compassionate boys; my oldest is recently married and living in Detroit, my middle son is in college at Michigan State University and my youngest is at home keeping mom busy with sports and school
activities! Outside of work, I enjoy reading, cooking, traveling, boating, running and spending time with my three boys and wonderful daughter-in-law. Originally from Rochester New York, I now call beautiful, amazing Traverse City Michigan my home.
Review my Brokercheck
listing. Brokercheck is a free tool from FINRA that helps investors research the professional backgrounds of brokers, brokerage firms and independent advisor firms and advisors.
Please contact me if you have any questions
about our services at Craig Wealth Advisors.
Having grown up in a family business I have heart for small business owners and after working in the corporate world at the beginning of my career, I decided to follow my passion and entered the financial services industries in 2000. And I have not looked back as I thoroughly enjoy working with business owners, professionals and retirees to create their financially independent futures.
At Craig Wealth Advisors part of our mission is to develop trusted relationships with our clients. To that end, it is important to me that you understand more about me so I have shared my story here. I also encourage you to learn more about credentials by visiting my profile on BrokerCheck. BrokerCheck provides
information on the professional background, business practices, and conduct of
FINRA member firms and their associates.
In addition to work, I am a board member on the Forest Area Federal CUSO (Credit Union Service Organization) and the National Alliance of Mental Illness. In the past, I have sat on the board of a variety of non-profit organizations helping them with their fundraising efforts. I have also brought my real life experience to the local high school as a speaker in the Business Finance class. When not working and volunteering I enjoy boating (particularly on the clear blue waters of Torch Lake), reading and taking photographs.
Thank you for taking a moment to meet the Craig Wealth Advisors team.