Meet Our Team
At Endurance Financial Planning, our dedicated team is committed to guiding you on your financial journey. With expertise in various areas, we work collaboratively to create tailored strategies that align with your goals.
Endurance is our philosophy.
To most people, the financial services industry seems more like a sales industry instead of a resource for advice and support. At Endurance Financial Planning our goal is to deliver financial advice differently than what most people are used to receiving.
long-term vision
We are focused on helping our clients improve the outcomes of their financial marathons- with the same long-term approach as a physical endurance challenge
your interests first
We are an advocate for you, always placing your best interests first. We will work to find the strategies for what you need, not for what serves us.
Team members
Craig was born and raised in Cincinnati and moved to Columbus to attend college at The Ohio State University. While attending school, Craig was a member of the United States Marine Corps Reserves serving a tour overseas in 2006. After college and finishing his time in the Marine Corps, Craig started his career in financial planning. Craig has been working with clients since 2010. Craig initially focused on working specifically with public school teachers in Central Ohio (Columbus City Schools, Hilliard City Schools, and Olentangy Schools). While Craig still works with retiring teachers, Craig shifted his practice focus a few years into his career as a result of working with a teacher client and her business owner spouse. It was at this time that Craig developed a passion for helping business owners. Craig realized that many business owners are left on their own to figure out much of what they need to do in running a business. Many business owners are often overwhelmed when it comes to figuring out the options they have available and how they can make those options work together towards their benefit. As a result, Craig has found that many business owners feel like their both their business and personal financial plans are simply a collection of random accounts they have or products they purchased along the way and they lack a concrete plan for ensuring the business created serves the business owner and their family now and in the future. In 2020, Craig founded Endurance Financial Planning to serve his clients differently. To many, the traditional financial advice industry can seem more like a “sales” industry instead of an actual advice industry. By focusing on independent, unbiased advice and cultivating good ideas as the foundation for serving clients, Craig feels that the unique needs of business owners can best be served. Additionally, as a business owner himself, Craig is uniquely familiar with many of the difficulties business owners face. Whether it is dealing with employees, worrying about what happens to your business and your family’s way of life if something happens to you, or if you are wondering how or when you might exit your business, Craig will be an advocate for you to help put you on the right track. Craig lives in Columbus with his wife and three dogs. Craig and his wife enjoy traveling, seeing new things, and trying different coffee spots. The dogs enjoy finding mischief around the house. Craig is also an amateur exercise enthusiast who enjoys many different types of physical activity. Craig has run numerous marathons in addition to various other races at different distances.
Jake grew up just outside of Middletown, OH. Following high school, he spent two years studying meterorology at the University of Oklahoma before serving in the Army for eight years, first as a meteorologist and then in Special Operations. While in the Special Operations, Jake deployed twice as a strategic planner in the Middle East and then in Europe. Following the Army, Jake completed his Bachelor's in Business Analytics at the University of Cincinnati. He combines his passion for service with a global, analytical approach to guide customers toward their financial goals. For fun, Jake enjoys spending time with his fiancé, watching and playing sports, lifting weights, and adrenaline activities like running obstacle course races and skydiving.
Dean was born and raised right here in Central Ohio. Dean graduated with his Bachelor’s degree from The Ohio State University and has been working in financial services since 1994. Almost immediately after starting his career, Dean has specialized in working with employees at OSU. Over the years, Dean has been an advocate for numerous employees and helped them to understand their retirement benefits at the university. Whether an employee utilizes STRS, OPERS, the ARP, has a supplemental 403(b), or participates in the 457 option, Dean is familiar with the ways in which all these programs can help Ohio State employees plan for a successful retirement. When Dean is not working with his clients, he enjoys spending time with his family and is an avid fan of yoga and working out.