Known for his reliability, loyalty and consistent presence, Craig has built a career defined by responsiveness and long-term commitment to the clients he serves. For him, being a financial advisor is not just about managing portfolios—it’s about being there when clients need him most.

A Caregiver’s Mindset, Reimagined

Craig’s professional journey began far from the world of finance. He earned his undergraduate and master’s degrees from the University of Nebraska. His early work as a physical therapist in both clinical and home-healthcare settings shaped his understanding of service, empathy and what it means to support people during pivotal moments in their lives.

A few years into his career, a desire to create a deeper long-term impact prompted Craig to consider a new direction. When he read 48 Days to the Work You Love, it clarified his vocational passion: helping others in a way that could create enduring financial and personal stability. That realization led him into financial advising.

Craig joined A.G. Edwards in 2006—remaining in the same office through transitions to Wachovia and ultimately Wells Fargo Advisors. His loyalty to his team and clients mirrors the loyalty he seeks to cultivate in his practice.

A Responsive, Relationship-First Advisor

Today, Craig serves a limited number of families, intentionally keeping a smaller client base so he can deliver the responsiveness and depth of service he values. He typically returns communications within 24 hours, reflecting his belief that reliability builds trust. He focuses on helping preserve and grow wealth for self-made entrepreneurs and business owners, describing himself as a “wealth retainer.” For Craig, the advisor-client relationship—not products or gimmicks—is the true foundation of financial success.

Selective by choice and seasoned by experience, Craig chooses clients who align with his long-term values. Many have remained with him for years, drawn to his consistency, professionalism and genuine care. He still enjoys personal touches like hand-delivering holiday gifts and sees himself as a lifelong learner—especially about the economy, markets and the stories of the people he serves.

Life Beyond the Office

Craig and his wife, Jennifer, have three children: Nathaniel, a student at the University of Arkansas, and daughters Jocelyn and Olivia, both volleyball athletes. Much of the Moen family’s life has been spent on ball fields and courts, cheering from the sidelines.

Craig has also given back to his community through service on the boards of the Frisco Economic Development Corporation, Frisco Community Development Corporation, Frisco Chamber of Commerce, and ManeGait Therapeutic Horsemanship.

Jessica Minniear is a dedicated and detail‑driven Senior Client Associate and part of the 2026 Platinum Recognition Program based in Frisco, Texas. Backed by 15 years of professional experience, she supports advisors and clients with exceptional precision, efficiency, and a deep commitment to delivering high‑quality service. As a Platinum Client Associate, Jessica is recognized for her high performance, advanced skillset, and consistent ability to support complex brokerage needs while maintaining accuracy and professionalism.

Known for her reliability, organizational strength, and proactive approach, Jessica helps streamline operations, helps ensure compliance, and create a smooth, positive experience for clients and colleagues alike. She collaborates closely with her team and leadership, contributing to a high‑performing, client‑focused environment.

Outside the office, Jessica spends her time with her 8‑year‑old daughter, Ava, and their mini dachshund, Franky. She values meaningful connections, personal growth, and balance, bringing a steady, positive energy to both her work and personal life.

Driven by a genuine desire to help others and continually grow, Jessica prides herself on being someone people can count on – thoughtful, dedicated, and always striving for excellence.

Heather Kestila is a Senior Client Associate with 17 years of experience in financial services and brokerage. She brings a wealth of knowledge from her previous experience in branch banking and is recognized for her commitment to excellence and client service.

Professional Highlights

• 17 years in financial services and brokerage
• Expertise in branch banking operations and client relationship management
• 2025 Platinum Pinnacle Client Associate recipient for exceptional contributions
• 2026 Platinum Client Associate recipient

Personal Highlights
Outside of work, Heather enjoys 5 a.m. workouts, baking sourdough, and spending quality time with her husband, two sons, and their dog. A fun fact about Heather: she moved to Texas in 2007 after living in Minnesota and Iowa, embracing new adventures and opportunities along the way.