About Us

"Helping couples make informed decisions and invest in harmony with their risk budget are skills families value"
 

KRAIG CAWLEY

Principal

CERTIFIED FINANCIAL PLANNER™
Accredited Wealth Management Advisor®
Chartered Retirement Plans Specialist®

President

Kraig Cawley

As a Registered Representative, Kraig tailors services to meet the unique needs and goals of each client family.  Kraig is a CFP® professional and holds the AWMA® and CRPS® certifications and he holds a Series 7 and Series 66 as well as state insurance licenses.  He graduated from Ferris State University with a Bachelor of Science degree and from the University of Michigan with a Master's of Business Administration.  

Kraig began financial planning 2008 with twenty years experience as a newspaper Publisher and executive including over 10 years as a VP and member of the Board of Directors of the Tribune-Review Publishing Co.  Kraig has experience with both Ameriprise Financial and Cambridge Investment Research Inc. In March of 2018 he found the platform and services offered by Cetera Advisor Networks, LLC to be the best fit for his clientele.

Community
Kraig and his wife Lisa have lived in the region for over 20 years. Kraig has served as a board member and/or committee member for many organizations including Trib Charities, Pine Richland Opportunities Fund, United Way, The Pittsburgh Wine Festival, Baierl North Hills YMCA, Valley Care and the McCandless Rotary and is a Paul Harris Fellow.  He is a long time volunteer for his Church and for many other local organizations.