Gina Mauller-Crane, CFP®

I am a seasoned financial advisor and a CERTIFIED FINANCIAL PLANNER® professional. I am honored to serve clients who have complex needs and desire deeply tailored analysis and thoughtful strategic guidance over the arc of their lives. Registered in numerous states, I am able to serve clients and their loved ones nationwide.

I value personal relationships with my clients and focus on what is most important to them and their unique needs. Indeed, my purpose is to deeply serve those who aspire for true financial freedom and positive health and well-being. I regularly collaborate with my clients' accountants, attorneys and other trusted professional partners to provide a comprehensive service.

I am proud to serve a diverse group of clients with wide-ranging goals:
- Multigenerational families and estate trustees to develop unique strategies of
wealth transfer;
- Recipients of inheritances and structured lump-sum settlements;
- Business executives and leaders, as well as small business owners seeking assistance with succession planning and the sale or transition of a business or farm;
- TPAs and other ERISA plan sponsors, to serve as the financial advisor on 401(k)s to increase employee education and participation;
- And lastly, employees and retirees affiliated with MU, MU Healthcare, Boone Health, VA Hospital, VU and ESS, as well as public servants within city, county, state and federal government.

Personally, my husband and I have happily raised our blended
family of four and have recently welcomed four grandchildren. I am an avid reader and I enjoy traveling, fitness and exploring nature with our three overindulged dogs.

Finally, I partner with a great team member, Brady Hopper, my Wealth Management Client Associate. Originally from Midland, Texas, she graduated cum laude from MU with a Bachelor of Science in mathematics education. She prides herself on her attention to detail, organizational skills and excellent customer service.

If you are seeking an elevated experience, call my office today to learn how my team can help. We would love to meet you!

_{*Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER® and the CFP® with plaque design in the U.S.}