CRAIG LARSEN, CFP®, ChFC, FOUNDER / PRESIDENT

Craig Larsen Fiduciary Wealth management st charles Des Moines

Craig graduated from the University of Illinois at Chicago with a BS in Finance and began his career in 1987 working on the floor of the Chicago Mercantile Exchange and Chicago Board of Trade for Cargill Investor Services. While there he managed trading for investments that spanned the globe. These investments included those on all US stock, bond, and futures markets, as well as foreign stock and bond markets. He directed the operations of Cargill Investor Services foreign currency options department, overseeing the trading of tens of billions of dollars in trades a year.

In 1995, he built upon his experience and founded AHC Advisors, Inc., with a focus on being a trusted fiduciary advisor to pension funds, individuals and business clients. He built his financial planning company on the foundation of being a fee-only investment advisor from the start. This enables AHC to deliver completely independent and objective investment advice and financial planning services. AHC serves clients in the suburbs of Chicago, locally in Saint Charles, Geneva, and Batavia.  AHC also has an office in Des Moines, Iowa.

Professionally, Craig is a past President of the Financial Planning Association (FPA) of Illinois.  The FPA of Illinois is the largest Financial Planning Association chapter in the country with nearly 1000 members. Craig is a CFP® Professional and a Chartered Financial Consultant.

Craig is member of the National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association. Both of these organizations advocate helping investors by requiring that anyone that calls themselves out as a financial planner is held to a Fiduciary standard. In fact, both the FPA and NAPFA, along with the CFP Board have long advocated that financial planners should be held to a fiduciary standard at all times.

CFP professionals are required pass both a comprehensive 10 hour, two day, CFP® Certification Examination, and the CFP Board’s Candidate Fitness Standards, as well as agree to abide by CFP Board’s Code of Ethics and Professional Responsibility which puts clients’ interests first. CFP® certificants are required to complete 30 hours of continuing education every two years.

As a member of NAPFA, Craig is required to submit a comprehensive financial plan for peer review and complete 60 hours of continuing education in six subject areas every two years.  A NAPFA-Registered Financial Advisor must sign and abide by the NAPFA Fiduciary Oath, a commitment to working solely in the client’s interest at all times.

Craig is also very active in his community.  Craig is Chairman of the St. Charles Chamber of Commerce and is a former member of the board of directors for  TriCity Family Services.  Craig is also a member of the Downtown St. Charles Partnership, and serves as the chairperson for the St. Charles Holiday Homecoming and St. Patrick’s Day parades.  He has also coached youth baseball and soccer and has held numerous leadership posts in his church.  Starting in early 2006 he organized and led several week-long trips to Louisiana to help rebuild following Hurricane Katrina. Craig enjoys spending time with his family as well as making wine and learning to play guitar in his free time.

 

JORIE PITT, CFP®, LEAD FINANCIAL PLANNER

Jorie Pitt Fiduciary Financial PlanningJorie graduated from the University of Illinois, Champaign which she attended as a Chick Evans Scholarship recipient.  Subsequently, she pursued the Certified Financial Planner™ designation and received the marks in 2008.

Jorie is passionate about building well-designed financial plans for each client who comes to AHC Advisors.  She enjoys getting to know each client personally and helping to guide them towards making sound financial decisions.  The combination of meeting great people and making a positive contribution to their lives results in a very fulfilling career.

As a CFP® professional, Jorie was required to pass both a comprehensive 10 hour, two day, CFP® Certification Examination, and the CFP Board’s Candidate Fitness Standards.  Jorie also had to agree to abide by CFP Board’s Code of Ethics and Professional Responsibility which puts clients’ interests first.  CFP® Certificants are required to complete 30 hours of continuing education every two years.

Jorie is a past President of the Financial Planning Association (FPA) of Illinois. She has been involved in FPA of IL for many years and has previously served as Director of Public Awareness and Director of Finance.  Jorie is involved in many of the organizations pro-bono efforts including Financial Planning Day, Age Well DuPage and MoneySmart Week.  All of these events aim to connect Chicagoland residents with free financial advice from CFP® professionals and FPA members.

Jorie is also a member of the National Association of Personal Financial Advisors (NAPFA).  To join NAPFA Jorie was required to submit a comprehensive financial plan for peer review.  She is also required to complete 60 hours of continuing education in six subject areas every two years.  A NAPFA-Registered Financial Advisor must sign and abide by the NAPFA Fiduciary Oath, a commitment to work solely in the client’s interest at all times.

 

CHRISTY WEMPE, OPERATIONS ASSOCIATE

Nicholson_ChristyChristy joined AHC in 2015 and brings with her a strong background in office administration.  She has extensive experience supporting local, national and international companies. As office manager, Christy oversees the day to day activities which enhance our focus on impeccable customer service.

A graduate of Northern Illinois University, Christy has a bachelor’s degree in English with a minor study in Italian language. In her spare time she is an avid reader who enjoys traveling, baking, and spending time with her two dogs.

 

HEIDI BLAKELY, ADMINISTRATIVE ASSISTANT

Blakely_Heidi

PAIGE MUELLER, CLIENT SERVICE SPECIALIST

Paige has over 20 years of experience in the fields of customer service and administration.   She has a bachelor’s degree with an emphasis in business management.

Paige handles document management and other administrative tasks at AHC.  Paige is married and has two children.  She enjoys spending time with her family, outdoor activities, traveling and photography.