With over 32 years of broad experience managing assets for high-net-worth clients, Craig feels he excels at creating and implementing impactful investment strategies that are especially customized to help clients achieve their short- and long- term goals. His investment methodology emphasizes performance objectives from an absolute return perspective with a core concentration on how assets perform over a given period of time.

 

Craig never underestimates the importance of building trusting relationships with clients as he works diligently to understand their individual situations and forecast modifications that might be necessary along the way. He recognizes the sensitivity of managing clients' personal finances and aims to build confidence while assuring complete confidentiality.

 

Overall, Craig's objective in investing is to increase risk-adjusted returns while also fostering greater stability in returns over time. This unique strategy to investing works to smooth out the impact of market fluctuations and calm clients' possible anxiety caused by day-to-day market shifts.

 

Craig earned a B.B.A. in Finance and Real Estate from Baylor University, and he holds Series 7 and 63 securities registrations. He is an active member of The Austin Stone Community Church and enjoys woodworking, athletic adventures, and time with his wife and family.

Ann develops comprehensive wealth management plans tailored to her clients' goals for growing and preserving their assets. Being certified by the CFP Board, she has successfully completed the process of earning the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, which includes financial planning coursework, examination, experience, and ethical requirements. She also holds Series 7 and 63 securities registrations.

 
With nearly 23 years of investment services experience, Ann specializes in areas important to her clients, including investment planning, investment management, and retirement and estate planning strategies. Ann recognizes that knowledgeable investment planning today is critical to providing for the comfortable and secure future her clients deserve.


Ann attended Trinity University and earned a B.B.A. from St. Edward's University in 1988.  Active in her community, she serves as a Treasurer for the Financial Planning Association Austin Chapter, as President of Friends of Pedernales Falls State Park, and as a member of the Estate Planning Council of Central Texas.

 
Ann is married with three grown sons, Ryan, Kelly and Aaron.  She enjoys spending time with her boys and her grandchildren, and in her spare time, you can find her exploring the local, state, and national parks and wilderness areas on horseback.

Shannon began working with the Wingrove Connolly Wealth Management Group in 2015 and transitioned with them to Wells Fargo Advisors in 2021. Prior to joining the group, she worked in private wealth management at LPL Financial, Smith Barney (CitiGroup), and Deutsche Bank.
 

Shannon strives to provide clients with the highest level of service in both the day-to-day tasks and in more specialized areas, like 529 plans. A talented leader, Shannon focuses on refining and improving processes to help clients stay on top of their finances and accomplish their goals.

 
Shannon earned both a B.S. and M.B.A. in Finance and holds Series 7 and 63 securities registrations. She is originally from the West Coast but considers Austin her home, and she enjoys exploring everything the city has to offer. She also loves to spend time with her cat, Felix.

Aaron’s goal is to provide every client with targeted comprehensive financial advice and investment management. The common element is that they want professional guidance on the sometimes-confusing world of financial markets, and they do not have the time or interest in managing their own investments.

 
Aaron’s career has been characterized by the steady pursuit of knowledge that allows him to confidently provide advice to his clients. While knowing what the future holds would be a great benefit to all investors, that information in not available to anyone. The next-best information is a keen awareness of what is currently happening around the world’s markets and recognizing changes as they happen. He particularly enjoys sharing with clients and prospective clients how he will approach this task and how it can be applied for their benefit.


Aaron joined Wingrove Connolly Wealth Management Group in 2019 after graduating from Texas A&M Corpus Christi, Texas with a B.B.A. in Finance in 2018. He is fully registered with Series 7 and 66 registrations.


Outside of the office, Aaron enjoys spending time with his dog Aspen, skiing, fishing, hunting, golf and travel.