HOWE & RUSLING - Key Persons
Job Titles:
- Member of the Estate Planning Council of Rochester
- Vice President, Estate Strategies
Brian Lester - Chief Investment Officer
Job Titles:
- President
- Employees
- Vice President, Senior Wealth Manager
Craig Cairns, current President, leads a group of employees (including Mary Lisa Sisson and Casey Ryan) to purchase Howe & Rusling, launching a new age of leadership and growth.
Dylan is a partner at Howe & Rusling. He is focused on helping our clients achieve their long-term financial goals while also adhering to their unique time horizons and investment priorities. He earned the Chartered Financial Analyst® designation and is a CERTIFIED FINANCIAL PLANNER™ professional. Prior to joining Howe & Rusling, Dylan served as an Army Ranger, serving multiple tours of duty in Afghanistan and Iraq. Dylan graduated from the United States Military Academy at West Point with a degree in American History. Dylan serves on the board of the Veterans Outreach Center. The Rochester Business Journal named Dylan as one of Rochester's 2023 Forty Under 40 honorees.
Job Titles:
- Vice President, Senior Wealth Manager
Job Titles:
- Senior Fixed Income Analyst
Job Titles:
- Client Service Manager
- Office Assistant
Job Titles:
- Certified Public Accountant
- CFP
- CFP® Financial Planner
Mary Grace is a Certified Public Accountant and CERTIFIED FINANCIAL PLANNER™ professional, responsible for working with clients to achieve both short-term and long-term financial goals. She works closely with the Wealth Management team in the development and management of clients' financial plans. She graduated summa cum laude from St. John Fisher University with a B.S. in Accounting in 2020. Following college, she spent two years working as a tax accountant at The Bonadio Group.
Outside of work, Mary Grace loves to cook, exercise, and spend time with family and friends whenever possible.
"Would I rather travel backwards or forwards in time? I would prefer to travel backwards in time in order to experience the formative years of our nation. I'm apprehensive about what the future holds and would therefore like to keep my distance!"
Job Titles:
- President
- Employees
- Vice President, Director of Client Service
Michael Carrico is a Wealth Manager who leads our Colorado Springs branch.
Michael is a Wealth Manager with over 11 years of experience in the financial services industry. He holds the CERTIFIED FINANCIAL PLANNER™ and Chartered Retirement Planning Counselor™ designations and received a bachelor's degree in Economics from Colorado State University. Prior to joining Howe & Rusling, Michael worked as a Senior Financial Consultant with T. Rowe Price and a Senior Wealth Advisor with Empower.
Michael has a passion for helping his clients achieve their financial goals. He understands that every person and family is unique and believes that having a plan and a trusted advisor is the foundation to his clients' success.
When he isn't staying busy with finance Michael can be found traveling or enjoying the beautiful outdoors of Colorado. Some of his favorite activities are mountain biking, rock climbing and snowboarding. In 2021 Michael adopted a pandemic pup, named her Stella Blue and started taking her along on his adventures.
Job Titles:
- Senior Client Service Manager