Craig has dedicated his 30 years in the financial services industry to consulting on Private Foundation / Endowments, Non-Profits and Corporate Retirement Plans.  After earning his BBA from Louisiana State University in 1987, Craig began his career at Merrill Lynch as a Senior Investment Consultant.  He joined UBS (formerly PaineWebber) in 1997 where he has maintained many of his original relationships.  Craig assists clients in articulating Committee goals through an investment policy statement; developing a long-term asset allocation plan; selecting investments with appropriate risk profiles and monitoring the plan's progress towards meeting stated goals. 

Registered States:
AL, AZ, CA, CO, FL, GA, IN, KS, LA, MA, MI, MS, NC, ND, NJ, NM, OH, OK, PA, TN, TX, UT, VA, WA, WI, WY

Beau joined UBS and the Rathjen Consulting Group in 2017 after earning his BA in Psychology from Rice University. He assists in all aspects of the consulting process with a focus on investment manager due diligence, capital market research and special projects.

Registered States:
CO, LA, TX

As an associate, Cherrie partners with corporate trustees, third party administrators, CPA’s and other client providers to offer operational support.   She oversees account opening and ongoing maintenance executes product and service agreements and generates defined contribution plan reviews.  Cherrie has 20 years experience in the financial services industry, joining UBS (formerly PaineWebber) in 1997 and the Rathjen Consulting Group in 2004.  She holds the Certified Retirement Plans Specialist designation as well as the series 7 and 66 licenses.

Registered States:
AZ, CA, CO, LA, MI, NM, TX, WA

Jake joined UBS and the Rathjen Consulting Group in 2018 after earning his BS in Geology from
Texas A & M Univeristy.  He assists in all aspects of the administrative and consulting process for the team.

Registered States:
TX