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CFP®, Managing Director

Tom is a Certified Financial Planner who has specialized in Business Succession planning and estate planning for entrepreneurs, many of whom identify as family-owned businesses. After 10 years in the industry, Tom was the founder and served as President of Family Business Planning Group, a boutique planning firm which served the needs of successful family […]

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CFP®, CLU®, President and CEO

Craig Welch is President and CEO of Long Road Risk Management Services where he is responsible for educating advisors and clients on the life insurance process and leveraging Long Road’s services to help achieve a better client experience. Craig is a 16-year industry veteran who began is career at Valmark where he served as a […]

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