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, Craigs's Series 7 is held by LPL Financial and his Series 66 is held with Strategic Wealth Advisors Group for Life, Long Term Care & Disability Insurance.
In 2004, he earned his CRPC®, Chartered Retirement Planning Counselor designation from the College for Financial Planning.
In 2011, Craig left his role as financial advisor with Merrill Lynch after more than eleven years to open his Independent financial services firm MultiGen Wealth Services. Prior to his career as an Advisor, Craig was an independent property and casualty insurance agent for 9 years.
Craig and his wife Jill married in 1999, they have a son and two daughters Hannah (2003), Faith (2011) and Ethan (2012) they are typical GenX being resourceful, resilient and continue to listen to 80s music to share with their children today.
Outside of work Craig & Jill are typically helping with their kids activities, walking, hiking or riding Mountain Bikes. Each year the family seeks the perfect summer beach holiday and enjoys Skiing in the winter up at Mt Baker. Craig has also been active within the sport of Rugby having played for over 10 years and has held numerous coaching and leadership positions, leading teams from the local, regional or USA National Teams for 7 years.
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Office Manager and Client Services Associate
Jill started at MultiGen Wealth Services from the beginning, currently managing the day to day operations, client scheduling and outgoing communication. When not at the office, Jill is spending time with her husband Craig, their three children or the family dog Remus.
Client Services Associate
Caity works with MultiGen Wealth Services clients and as Sr. Administrative Operations Manager with Mariner Advisor Network our Business Consulting and Compliance firm, Caity will be working alongside Jill & Craig in a Client Administrative role to provide an exceptional client experience. Prior to her work in Financial Services, Caity previously worked in the real-estate industry supporting listing agents. Outside of work, Caity enjoys spending time with her husband and 4 dogs exploring the great outdoors.