Alex Craven
Wealth Management Advisor|CFP®, ChFC®, CLU®, RICP®
Get to know my dedicated team
Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.
Alex Craven
CFP®, ChFC®, CLU®, RICP®
Wealth Management Advisor
A good financial advisor is like a good physical trainer. The trainer builds a comprehensive plan to achieve the client's unique goals, then guides and motivates that client to push themselves to a success they didn't think possible. My team and I like working with people who are hard working and passionate in their fields and dislike paying excessive taxes.Network of Specialists
Through Northwestern Mutual, I have access to a Network of Specialists. We help each other, share ideas and common values, and leverage each other's talents to help you achieve your personal dream of financial security.
Jason E Popham
RICP®
Long Term Care Specialist
Jason leads a team of professionals who are laser-focused on helping clients reaches their financial goals. We do this with innovative tax-efficient strategies, and disciplined investment management that tailored is to individual goals. We specialize in integrated planning, investment and insurance strategies, and retirement income planning, all delivered with A+ client service. Call us.
Jim Fitzgerald
CFP®, CLU®, ChFC®, MSFS, CPWA®
Estate & Business Planning Specialist
Jim Fitzgerald owns an integrated financial planning practice and has been providing solutions in the areas of wealth management and insurance planning for high net worth individuals for over 30 years. As the Estate & Business Planning Specialist, Jim works with business owners, professionals, and executives on comprehensive financial planning, business succession planning, and estate planning.
Mike Ellis
CPA
Mike Ellis works closely with clients to understand their goals and then build customized financial recommendations. As a CPA and former CFO, Mike has the experience to best advise individuals on their investment, insurance, and estate planning needs. For businesses, my team's focus is 401(k) retirement plans, group benefits and business succession planning.