Our Private Asset Management Team
An investment and planning team driven to help you build a heritage
Our team truly cares about each client, their families, and their long-term fiscal health.
We’re led by Chief Investment Officer Kelly Crane, CFP®, CLU, CFA, MBA, who has a 35-year history helping individuals, nonprofits, and generations of families build a heritage. With his advanced studies and experience, Kelly can offer expert advice for your unique situation. His comprehensive financial planning approach considers your cash-flow needs, tax picture, and personal risk tolerance to ensure your investments match your risk and return objectives.
With us, you’re family.