Craig Leppien is a Financial Advisor and co-founder of Harbor Wealth Consultants. Craig earned his Bachelor’s degree from the Eli Broad College of Business at Michigan State with a major in Finance, Lansing Michigan. He joined a financial planning and investment firm named Waddell and Reed in 2001 as a financial advisor. After Waddell and Reed, Craig joined a team at Merrill Lynch where he worked with High Net Worth Individuals as well as Foundations and endowments. In 2008, Craig moved back to Traverse City and worked with Northwestern Bank as a Vice President in the Investment, Trust, and Retirement Services Department. In this position, he learned the intricacies of Estate Planning and Settlement and the importance of monitoring client goals. Through a merger with Chemical Bank, Craig led the Retirement Services Team in the pursuit of new 401K business in addition to a continued focus on his individual financial planning clients. His experiences led him to focus on a holistic planning approach that helps clients prioritize and balance their financial goals, especially when it comes to ongoing priorities and major life transitions such as college funding, long term care, retirement, or the sale of a business.
Craig is married to his high school sweetheart, Abby, who is a Traverse City Area Public School Teacher. They have two children, Lucy and Gus. Craig and Abby enjoy being active in their community and church, pursuing their many interests in outdoor activities, traveling, and spending time with family and friends. Craig loves meeting new people and looks forward to serving current and future clients for many years to come.