Focused on the present, planning for the future
Craig A. Brown, CRPC® President, MultiGen Wealth Services
A dedicated financial services professional with well over two decades of service to families, Craig is Series 7, 66 registered with LPL Financial and is licensed for Life, Long Term Care & Disability Insurance. In 2011, Craig left his role as financial advisor with Merrill Lynch after more than eleven years to open his Independent financial services firm. Prior to his career as an Advisor, Craig was an independent property and casualty insurance agent for 9 years.
In 2004, he earned his CRPC®, Chartered Retirement Planning Counselor designation from the College for Financial Planning. He continues to further his education through Western Washington University, College for Financial Planning, The American College and other institutions to broaden his views.
Outside of work and family, Craig is in a Leadership position with Chuckanut Bay Rugby and longtime Coach, currently appointed to Bellingham High School Boys Rugby. In the past, he has been involved with USA Rugby as a National Team Manager for 7 years and has served on many local, regional and national boards or committees for various organizations.
Craig and his wife Jill married in 1999, they have a son and two daughters Hannah (2003), Faith (2011) and Ethan (2012) they are proud to be raising them in Washington.
Client Services Associate
Caity O'Neill started with MultiGen Wealth Services in 2017. Working in the financial services industry since 2015, Caity assists clients with operational and account related needs. After attending American River College in Sacramento, CA, Caity began her professional career in the real estate industry. Her varied experience includes providing administrative support to top listing agents, conducting contract negotiations and serving as a transactions coordinator. In her free time, Caity enjoys exploring the outdoors with her husband, and their chocolate lab Millie.
Client Services Associate
A passion for finance and economics and a keen interest in helping families plan for the future led Kathleen to join Anacortes Financial Associates as a Licensed Administrator in 2005 prior to joining MultiGen Wealth Services in 2020. Prior to her Financial Services career, Kathleen spent thirteen years as Accounts Manager with the Anacortes Chamber of Commerce. Her passion for her community led her to volunteer with the Anacortes Sister Cities Association, Anacortes Library Foundation, Island Hospital Foundation, and the finance committee of her local church.
Kathleen is Series 6, 63 registered with LPL Financial, and is licensed for Life, Long Term Care, and Disability Insurance. Kathleen is also a Financial Paraplanner Qualified Professional, FPQP through the College for Financial Planning.
When not helping clients, Kathleen is planning her next solo adventure to Europe, listening to a new book on Audible, or improving her flower garden.
Jill started at MultiGen Wealth Services from the beginning, always working behind the scene keeping the office well organized and on task. Jill's primary role is paying the office bills, processing payroll and buying needed office supplies. When not at the office, Jill is spending time with her husband Craig, their three children or the family dog Remus.