Combining financial planning strengths with over twenty years of business experience enables Craig to provide a unique background and perspective for clients. Leading organizations in corporate finance, sales, marketing and operations at GE, Tyco/Covidien and Private Equity firms allows Craig to engage in a different level of dialogue when discussing everyday opportunities and challenges in their lives - both personally and professionally.

As a client himself, who personally benefited from a 14 year relationship with Northwestern Mutual, Craig is confident knowing that the ideas recommended to clients are ones he has considered and/or personally implemented for his own family. If you find value in working with someone who understands your world, understands your challenges and can appreciate where you are and want to go in life, you may consider Craig an ideal partner to help navigate you towards your personal, financial and professional goals. A proud Fairfield alum, husband to LeAnne and Father of Olivia & Alex Craig enjoys watching baseball, playing golf & being with his family outside of work.

CRAIG CAN HELP YOU WITH:

• Helping you itemize and articulate what your families financial goals are
• Providing a stress test of your plan to ensure your household is adequately protected
• Helping you navigate the corporate world through events like mergers, grants, promotions or restructuring.

Ben Sherry is a Director of Wealth Management Services with Haba Wealth Management.

Ben has been with the practice for seven years and works tirelessly to ensure that you are provided the best service possible.

BEN CAN HELP YOU WITH:

• Discussing your financial goals and priorities and lay out a plan to achieve them.
• Updating your financial plan as life changes.
• Implementing the strategies recommended to help improve your financial planning outcomes.

Ben holds both Series 7 and Series 63 registrations with FINRA, and is licensed in the state of Massachusetts to sell Accident, Life, & Health Insurance. He is a CERTIFIED FINANCIAL PLANNER® Professional and also holds the designations of Charted Life Underwriter (CLU®) Wealth Management Certified Professional (WMCP®) and Charter Financial Consultant (ChFC®) through The American College of Financial Services. Ben earned both a B.A. and M.A. from Trinity College where he was a two-time captain and Graduate Assistant of Trinity’s football team. Originally from Wayland, Massachusetts, Ben currently lives in Canton with his wife Alexandra and their two year-old son, Logan. In his spare time Ben can be found chasing Logan, watching traffic with Logan, playing sports with Logan, etc.

Michael started his wealth management career with Northwestern Mutual in 2020. Michael joined the Haba Wealth Management team the following year once he completed FINRA certifications SIE, Series 6, and the Series 63.

Prior to Northwestern Mutual, Michael fulfilled an extensive career in the hospitality industry perfecting his guest satisfaction and personalized service skillset. After graduating from Boston University Michael worked for the Ritz-Carlton company for several years managing multiple departments and locations. He later joined a local high-end fine dining restaurant group to help expand the brand into new markets in multiple cities. Michael combines his knowledge of growing a small business into a national brand, personalized service, and investment certifications to create personalized comprehensive financial plans.

MICHAEL CAN HELP YOU WITH:

• Meeting to discuss and update your financial plan
• Discussing and implementing recommendations discussed with the team to help improve your financial plan
• Helping coordinate time with team members to discuss your financial planning needs