Our Founder, President, and Chief Investment Officer, Kelly Crane, celebrates 35 years as a financial advisor and tactical wealth manager.  

For more than three decades, he's helped friends old and new, local nonprofits, and generations of families plan, build, and preserve their wealth.  

In addition to being a genuinely nice guy, Kelly truly cares about and looks out for the best interests of each of his clients. He fosters an environment in which each client represents a personal relationship, not just an account, and he's driven to help clients plan, build, and preserve their wealth for the long game—through multiple generations.  

As a Certified Financial Analyst (CFA), Kelly brought the tactical analysis of large institutional investors to individual clients many years ago. With his advanced studies and experience, he’s been able to offer expert advice for each of his clients' unique situations.  

All of this translates to 35 years of helping families pursue their goals—with a lot of heart.   

We asked Kelly his thoughts on his career anniversary:

Kelly Crane, CFP®, CLU, CFA, MBA President & Chief Investment Officer Read Kelly's full bio.

“What a blessing it’s been! My hope is that we’ve made a lasting financial difference in the lives of all those we’ve partnered with. We’ve walked through countless celebrations with our clients—birthdays, anniversaries, and retirements—and just as many difficulties: loss of a loved one, loss of a career, even the loss of a client. Through it all, I’m proud of the team we’ve built: one that views clients as family, is driven to help them reduce needless loss and risk, and is always available and accessible.”

Earl Knecht, CFP® Vice President & CFO	Robert Mauer Financial Services Coordinator	Sara Aikman Director of Client Relations & Operations	Gulia Beisenova Associate Portfolio Advisor

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