Team
Craig is the Managing Partner and a Financial Planner at Wealth by Design whose primary areas of responsibility are defining the client experience as well as proactively implementing planning strategies that help clients accomplish...
Cathy worked in the Accounting Department as a Payroll Manager at King World Productions. Having raised her two children, she is thrilled to be joining the workforce again as an Administrative Assistant at Access Benefit Consulting. In...
Nick is the Managing Partner and Director of Investment Planning whose primary area of responsibility is designing and implementing investment strategies. Each client situation receives a thorough analysis of their existing portfolio...