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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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.
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Client Services Associate
Celeste grew up in Central Washington and moved to attend College over to the West side of Washington having attained her Associates of Arts and Science degree from Whatcom Community College. When not in the office Celeste can be found cooking dishes from around the world, drawing or playing with her two cats; Effy and Drew Barrymore.
Celeste is looking forward to growing professionally in the field of Finance while continue in a journey of life long learning and education.
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.