CRANBROOK WEALTH MANAGEMENT - Key Persons
Job Titles:
- Investment Advisor
- Representative
Dominic works with clients and the firm's senior advisors on financial planning and investment management tasks. Additionally, he helps clients with requests, such as asset transfers and account updates, and he performs research and works on special projects.
Dominic holds a Bachelor of Science degree in Financial Management with a focus in Financial Planning from Clemson University and has worked in the financial planning field since his graduation in 2019. In March 2022, he earned his Certified Financial Planner™ designation. Dominic grew up in Morgantown, Pennsylvania, where he excelled at sports including baseball, basketball, track, and cross country. After a June 2022 wedding, he, his wife Amanda, and their double doodle Murphy now reside in Houston.
Job Titles:
- Client Service Representative
- Office Manager
Jill is Cranbrook Wealth Management's Office Manager. Jill has been working in the financial services industry since 1997 and has extensive knowledge in both banking and wealth management. The firm looks to Jill to ensure the office is running efficiently while supporting the executive team, and servicing clients.
In her free time, Jill enjoys spending quality time with her husband and two children. The next few years are filled with anticipation in the preparation of her son's wedding.
Logan joined the firm in 2015. Logan advises clients on all aspects of financial planning and wealth management. He is a firm partner and serves as president in helping manage firm operations.
Logan graduated from Western Michigan University and received his Bachelor of Business Administration with an emphasis in Personal Financial Planning. He earned his Certified Financial Planner™ designation in November of 2015 and is currently studying for the Chartered Financial Analyst (CFA®) designation, a globally recognized certification in the field of investment management and research analysis.
Job Titles:
- Chief Executive Officer
- Partner
Mark has been advising and servicing clients since he entered the financial planning profession in 1997. He strives to provide clients with a comfortable and comprehensive experience that is built on a relationship in which the advisor and client are a cohesive team. Clients appreciate Mark's responsiveness, openness, and attention to detail. Mark is a firm partner and serves as CEO in overseeing and managing the firm.
He obtained his Bachelor's degree from Oakland University and is a Certified Financial Planner™. Mark is married and has two children.
Mitchell works with our firm's advisors to provide exceptional client support on various aspects of the financial planning process.
Mitchell graduated from Michigan State University in May 2022 with a Bachelor of Arts degree in Finance with a minor in Financial Planning and Wealth Management. He is in the process of pursuing the Certified Financial Planner™ designation.
Mitchell is from East Lansing, Michigan and has always enjoyed following MSU football and basketball. He likes to stay active by playing basketball and travelling to the great national parks of the United States.
Richard is the founder of Cranbrook Wealth Management, LLC. He was a pioneer in comprehensive financial planning in the 1980s and in the adoption of fee-based asset management in the 1990s. Richard's client-first approach, acute attention to detail, and the comprehensive nature of his planning services often placed him at odds with the executives of these insurance companies and broker dealers as they were much more focused on a transactional approach and the manufacture and distribution of commissioned "financial products." Accordingly, Richard made the brave decision to start his own independent firm in 2004 where he and his associates could better control client costs, eliminate many conflicts of interest, operate independently, and offer comprehensive planning services over a variety of complex disciplines.