Craig J. Kohler
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“The single greatest edge an investor can have is a long-term orientation.”
– Seth Klarman
Craig has amassed nearly three decades of experience in the financial services industry. As First Vice President, Investment Officer, Craig is a financial advisor who takes a personal approach to helping your wealth work for you. Working with high-net-worth individuals are his specialty. Craig takes his time to understand everyone's personal financial situation to better help them achieve their financial goals.
Craig understands that every situation facing his clients can be different and no one family is alike. Stemming from a desire to better understand every client he works with; Craig takes pride in listening to the concerns his clients have and getting a firm grasp on their individual financial needs. Retirement planning, income planning and estate planning are his main areas of focus. He enjoys getting to know each of his clients and their families and values educating them as they embark on their investment and retirement journeys.
Prior to becoming a Financial Advisor, Craig worked at IBM for almost ten years. He earned a Bachelor of Science in Business Administration from Wayne State University. Craig holds the FINRA Series 7, 63, 66, securities registrations and Series 9/10 General Securities Sales Supervisor registrations.
A resident of Grosse Pointe since 1972, Craig and his wife, Hope, have three sons together: Jack, Samuel, and Luke. He treats everyone's portfolio as if it is his and his family's own, giving his clients that personal touch that helps makes them feel confident in their financial strategies and in their future.
Away from the office, Craig is an avid reader and enjoys participating in their local Lutheran church's activities with his family and community.