Highlander Financial Group

Gregory Gann
CDFA^®, J.D. MAFF
Greg draws from a vast and diverse combination of expertise and experience as a lawyer, registered financial advisor, certified divorce financial analyst, real estate developer, and entrepreneur to provide comprehensive and individualized financial, tax, and estate planning.

Having navigated the booms of busts of commercial real estate in the late 1980s as well as the dot com debacle a decade later, and then the Great Financial Crisis over the subsequent decade, Greg distinguishes his approach away from the ever-dominant and static asset allocation pie chart model, which ignores the real time risks inherent in any current market condition, in favor of active investment management that objectively allocates based on current market fundamentals through a disciplined rules-based methodology. Greg believes that investment strategies should vary depending whether navigating on early or late business and interest rate cycles, appreciating the reality that a 50% loss requires a gain of 100% just to break even. Consequently, he embraces both offensive as well as defensive investment and financial planning strategies, and seeks core investments which provide growth while simultaneously insulating principal from even some of the most severe market disruptions.

Perhaps most importantly, Greg works with advisory clients in a fiduciary capacity, and treats and considers those he helps as family.

Casey Craig
AIF^®
Since 2001, former professional baseball player, Casey Craig, has been working in a different ballgame: retirement income planning. The stakes, however, are just as high! "It's important," says Casey, "that people know they can trust their financial advisor."

Casey holds the FINRA Series 7, 63, 65, and 24 registrations with LPL Financial, he holds the Accredited Investment Fiduciary (AIF) professional designation and as an LPL Investment Advisor Representative, he is held to the fiduciary standard, which requires him to always act in the client's best interests. Casey says there are a lot of options available in investment strategies, but a good advisor can not only deploy the strategy but make sure the client understands what's happening with their money.

Casey believes in the time-tested Core Satellite methodology when building a client portfolio, with an emphasis on achieving market or better returns with below-market volatility*.

A graduate of Central Michigan University Casey was selected by the Seattle Mariners in the 1993 Major League Baseball amateur draft. In his spare time he dedicates himself to coaching and mentoring inner city youth in basketball.