Tom manages the assets of a select group of families and small business and takes pride in the deep relationships he garners with those clients. Thomas also has 3 step – children (Christina, Anthony & Diana) and 7 grandchildren with his wife Diana. Morgan 27, who recently got his CPA accreditation & Mariah 24, who recently graduated from LIU/ CW Post with a Management Degree. He is married to his wife Diana and has 2 children from a previous marriage. Thomas’ past affiliations have been with Morgan Stanley, Citi Smith Barney and Wells Fargo Advisors prior to joining The Pinnacle Financial Group. Thomas became a member of The Pinnacle Financial Group in 2017 and has 21 years of financial services industry experience.
#J MICHAEL WEBBER WELLS FARGO SERIES#
Lenny is Series 7 licensed, held by LPL Financial, and Series 65 & 66 licensed, held by The Pinnacle Financial Group, as well as insurance licensed in several states. They've spent over 20 years together and enjoy raising their boys, Gavin and Cole. Lenny was born and raised in New York and lives in Kings Park with his wife, Lori. Lenny's past affiliations have been with AG Edwards & Sons, Wachovia Securities, Wells Fargo Advisors and Stifel Nicolaus prior to joining The Pinnacle Financial Group. He works closely with his clients, as well as their CPAs and attorneys, to prepare a cohesive financial plan that meets their needs. This includes asset management, retirement planning, estate planning and tax mitigation. He believes that the foundation of all financial success and prosperity begins with having a comprehensive wealth management plan in place, one that covers all aspects of planning and preparing for significant life events.
Throughout this time, he has had the benefit of seeing firsthand the impact of providing quality advice based on a true understanding of each client's unique needs. Lenny became a member of The Pinnacle Financial Group in 2023 and brought with him over two decades of financial services industry experience.
Craig's passion for life and his dedication to his clients are what make him a successful financial advisor and a trusted friend to those he serves. He is an avid boater and fisherman, and he loves to travel and explore new places.
#J MICHAEL WEBBER WELLS FARGO PROFESSIONAL#
He understands the importance of protecting his clients' assets and provides tailored life insurance solutions that meet their specific needs.Īside from his professional life, Craig is a proud father of two and enjoys spending time with his family. In addition to his financial expertise, Craig is also an accomplished life insurance salesman. He has a proven track record of success, having previously worked for Morgan Stanley, where he honed his skills and gained a wealth of knowledge and experience. He has a keen eye for detail and is dedicated to providing his clients with customized financial solutions that meet their unique needs and goals.Īs an Independent Financial Advisor and Portfolio Manager, Craig has a wealth of knowledge and experience in the financial sector. He is an expert in retirement planning, financial planning, and estate planning and is known for his deep understanding of the financial markets and his ability to help clients achieve their financial goals.Ĭraig began his career in finance in 1993 and has since built a reputation as a trusted advisor, helping families and individuals plan for their financial future. Craig Hassel is a seasoned financial advisor with over 28 years of experience in the industry.
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