Craig earned a B.A. in liberal arts from James Madison College at Michigan State University and has completed the requirements for an additional major in economics. Craig is active in the community through his commitment to charity. He currently serves on the Board of Directors for the Dumb Friends League where he was previously chairman of the board.. He has served on the board of directors for Denver Kids, Inc. as president and is a member of the board of trustees for the Animal Assistance Foundation. View Full Biography

Registered States:
AZ, CA, CO, DC, FL, IA, IL, MA, MI, MO, NH, OR, TX, UT, VA, WA, WV, WY

Joe has more than 35 years of financial services experience. He started his career as a Financial Advisor with Prudential Securities and practiced there as a Senior Vice President of Investments earning the title of a Quantum Portfolio Manager while also serving as Assistant Manager of the Denver office. Joe joined UBS in 2001 as Senior VP - Investments. Joe is a member of the board of directors of the Rocky Mountain United Methodist Foundation. View Full Biography

Registered States:
AZ, CA, CO, DC, FL, IA, IL, MA, MO, MS, NE, NH, NJ, NV, OR, TX, UT, VA, WA, WI, WY

Jennifer began her career in financial services over 25 year ago with a regional wealth management firm in Denver, CO.  Since that time she has supported top financial advisor teams in both the banking and brokerage sector.  She has extensive client service and operational experience.  She supports the team in their daily business practices and is committed to the highest level of client service.

Outside the office

Jennifer enjoys volunteering, traveling, gardening, game night and spending time with family and friends.

Kelly joined The Mossa Group in January of 2019 from the AXA Variable Annuities sales desk.  Her focus is supporting Joe and Craig in business operations, research, planning, and an exceptional client experience.  She is series 7, 63, 65, and insurance licensed.

Registered States:
AZ, CA, CO, OR, WA, WV