Vanguard Veteran Tyler Craig Joins Facet Wealth as Planning Team Lead
BALTIMORE--(BUSINESS WIRE)--Apr 2, 2019--Facet Wealth (“Facet”), a next-generation financial services company, welcomes Tyler Craig, CFP®, as the firm’s new planning team lead. A 14-year veteran of Vanguard and senior manager of its record-breaking Personal Advisor Services, Craig brings his keen advisory services experience to the swiftly growing Facet Wealth team.
As Facet’s planning team lead, Craig will guide a national team of CFP® Professionals and deliver a best-in-industry client experience, while driving client retention and referrals and building on Facet’s planner efficiency. As Facet continues to grow, Tyler will lead the expansion of the planning team, overseeing hiring, on-boarding, training, coaching, and development processes to maintain a consistent client experience and job satisfaction.
“Facet Wealth’s comprehensive planning offering is a leap beyond anything else in the industry right now,” Craig said. “I’m excited to join the Facet Wealth team and help fuel Facet’s continued growth.”
A versatile and seasoned industry veteran, Craig most recently led the mass affluent and high-net-worth teams of Vanguard’s Personal Advisor Services, managing more than 11,000 clients and over 100 CFP® Professionals on the West Coast. He shepherded the digital service through a period of rapid growth, driving strategy and development initiatives in a department that nearly tripled its headcount in a three-year span.
“We’re moving fast at Facet, and we need folks like Tyler to maintain our unblinking focus on full planning services at a flat, affordable fee,” said Brent Weiss, CFP®, head of planning and co-founder of Facet Wealth. “He understands how human-first, financial life management powered by Silicon Valley technology can be a boon for the underserved mass market.”
Craig began his work as planning team lead on Monday, March 25, working remotely from Arizona and coordinating Facet’s distributed team of planners. Craig earned a B.S. in Finance from the W. P. Carey School of Business at Arizona State University, an MBA in Finance at St. Joseph’s University, and a Securities Industry and Financial Markets Certificate at The Wharton School at the University of Pennsylvania.
“Tyler’s experience as an innovator and planning manager in a fast-growth environment made him an ideal fit for the Facet team,” said Anders Jones, CEO and co-founder of Facet Wealth. “We’re fortunate to attract talent of his caliber.”
About Facet Wealth
Facet Wealth is a next-generation financial services company providing comprehensive, transparent service at an affordable price to the mass affluent households that need it most. Facet Wealth is a SEC Registered Investment Advisor (RIA) that offers human-first, technology-enabled financial planning services through a dedicated team led by CFP® Professionals. Facet Wealth is a fiduciary, acting in the best interest of our clients. Based in Baltimore, Maryland, with a nationwide reach, Facet Wealth is a partner to financial services firms looking for a better solution for their mass affluent clients. For more information, follow Facet Wealth on Twitter at @FacetWealth or visit www.facetwealth.com.
View source version on businesswire.com:https://www.businesswire.com/news/home/20190402005246/en/
CONTACT: Jimmy Moock
Gregory FCA for Facet Wealth
KEYWORD: UNITED STATES NORTH AMERICA MARYLAND
INDUSTRY KEYWORD: TECHNOLOGY SOFTWARE PROFESSIONAL SERVICES ACCOUNTING BANKING CONSULTING FINANCE
SOURCE: Facet Wealth
Copyright Business Wire 2019.
PUB: 04/02/2019 09:00 AM/DISC: 04/02/2019 09:01 AM