CLARITY GROUP MIDWEST - Key Persons
Job Titles:
- CERTIFIED FINANCIAL PLANNER
Craig graduated from Huntington University with degrees in Business and Psychology, earned an MBA from Indiana Wesleyan University, and received the Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations from the American College. Craig has invested his entire career in the financial services industry with much of his sales career serving in multiple leadership roles with the Illinois Mutual Life Insurance Company which spanned 30 years. With the decision to redirect his focus to work with an independent advisory firm, Craig joined Clarity Group Midwest and longtime ally Bill Hurckes to build on the burgeoning growth and success the firm has achieved. Craig's primary role at Clarity Group Midwest will be spearheading the overall operations of the business with an emphasis on firm. strategy, change management, and new business development. Craig is a business builder that translates vision into action - ensuring alignment and driving operational excellence across the company.
Craig is passionate about Clarity Group Midwest and it's commitment to serving and helping people fulfill the life aspirations they have for their families and businesses with tailored financial solutions and unwavering client support. Expanding on the success of the firm, Craig is focused on branding the Clarity Group Midwest as a premier regional advisory firm serving and helping clients live richly throughout their lifetime. With our client-first approach and objective of growing our presence in the Midwest, the team is continually investing time, money, and energy in the firm to enhance the services, tools, and technology available to exceed client expectations.
Craig and his wife Christine have twins, a son Alan, and daughter Anna that are pursuing their own dreams. Beyond family and business, Craig enjoys working with youth, coaching teams, going on mission trips, a Salvation Army Fan, a sports enthusiast, loves working out, and taking long walks with Christine and their Golden Retriever, Reagan.
Job Titles:
- Client Services Specialist
Job Titles:
- Furnancial Support Officer
Monica joined Clarity Group Midwest in April of 2014. She has a wealth of knowledge and experience after 10 years of managing an investment office and another 10 years of administrative duties at a local law office in Peoria, IL.
In addition to being the pleasant voice you hear on the phone and smiling face that greets you before appointments, as the Client Services Manager, Monica oversees the day to day operations of the firm and will handle most of the non-investment services required for each household. When clients need assistance, Monica is the primary contact for our clients.
Monica lives in Washington, IL with her four children, Matthew, Jackson, Jenna, and Colton.
Job Titles:
- Marketing and Communications Manager
Taylor received her Associate's degree in Business from Spoon River College and a Bachelor's degree in Business Management and Leadership from Bradley University. Taylor is Google certified earning a certificate in Digital Marketing and has strong expertise in creating content and positioning companies in the Social Media channels. Taylor joined the Clarity Group Midwest Team in 2020 and brings a successful sales and marketing background focused on business development and enhancing customer experience. Taylor's primary focus will be leading the firms marketing communications and branding initiatives, developing and managing social media content.
Taylor married her highschool sweetheart Bryce. When not working she enjoys traveling, gardening, hiking with her two dogs Daisy and Ivy and is a sports enthusiast- GO Cubs!