CRAIG HOLTZEN

Why is serving clients the perfect fit for me? Well, I guess you could say working with numbers runs in the family. My father started his own accounting firm in 1964. He saw fit to have me involved in the preparation of depreciation schedules at an early age. This time spent in numbers sparked a lifelong interest in math and, coupled with my passion to help others, led me to my work at Edward Jones. To us, personal relationships are paramount. We ask questions to build a deep understanding of your unique financial needs. We can develop a solutions-based approach tailored to your individual and business goals. And of course, we provide exceptional service along the way.

In my 22 years with Edward Jones, I have been fortunate enough to help many on their journey to retire, educate kids or prepare a family legacy. My primary focus is in wealth building/transfer for families and working with small business owners on the unique challenges of running a business. Our team includes Senior Branch Office Administrator Debbie Landau and Registered Branch Associate Jake Hill. Debbie and Jake are both highly trained and eager to help. They deliver exceptional client service with a smile.

Being involved in the community is important to me. I am a past president for both the local Rotary Club and Lutheran Church and currently serve as president of the local Endowment Association. In my spare time, I enjoy traveling, sports (nearly all kinds from ping pong to golf) and spending time with my family. My wife, Michelle, and I have three children – a daughter and two sons.

As a Certified Exit Planning Advisor (CEPA), I am equipped with the training, skills, and tools needed to strengthen relationships with business owners and serve as their most trusted advisor. Through the knowledge learned in the credentialing program, CEPAs holistically plan for an owner’s life outside of their business while successfully building significant value in their organization prior to their exit. Not only will a CEPA help you effectively transition your business, but will also advise you on personal and personal financial matters.

My team and I would love to put our experience and knowledge to work for you. We provide highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients’ unique goals and needs. Please call for an appointment and let us get to know you better.

Why is serving clients the perfect fit for me? Well, I guess you could say working with numbers runs in the family. My father started his own accounting firm in 1964. He saw fit to have me involved in the preparation of depreciation schedules at an early age. This time spent in numbers sparked a lifelong interest in math and, coupled with my passion to help others, led me to my work at Edward Jones. To us, personal relationships are paramount. We ask questions to build a deep understanding of your unique financial needs. We can develop a solutions-based approach tailored to your individual and business goals. And of course, we provide exceptional service along the way.

In my 22 years with Edward Jones, I have been fortunate enough to help many on their journey to retire, educate kids or prepare a family legacy. My primary focus is in wealth building/transfer for families and working with small business owners on the unique challenges of running a business. Our team includes Senior Branch Office Administrator Debbie Landau and Registered Branch Associate Jake Hill. Debbie and Jake are both highly trained and eager to help. They deliver exceptional client service with a smile.

Being involved in the community is important to me. I am a past president for both the local Rotary Club and Lutheran Church and currently serve as president of the local Endowment Association. In my spare time, I enjoy traveling, sports (nearly all kinds from ping pong to golf) and spending time with my family. My wife, Michelle, and I have three children – a daughter and two sons.

As a Certified Exit Planning Advisor (CEPA), I am equipped with the training, skills, and tools needed to strengthen relationships with business owners and serve as their most trusted advisor. Through the knowledge learned in the credentialing program, CEPAs holistically plan for an owner’s life outside of their business while successfully building significant value in their organization prior to their exit. Not only will a CEPA help you effectively transition your business, but will also advise you on personal and personal financial matters.

My team and I would love to put our experience and knowledge to work for you. We provide highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients’ unique goals and needs. Please call for an appointment and let us get to know you better.