Craig began his investment industry career nearly 40 years ago, in 1985, at Edward Jones and then joined A.G. Edwards in 1990, upon the opening of their office in St. Joseph, Michigan. He later joined Stifel upon its opening of the St. Joseph office in 2012. Throughout his career, Craig has guided his clients through a variety of market environments. He specializes in helping individuals, families, and business owners, especially those who are nearing or in retirement. Craig and his team help clients navigate the investment process, identifying their current and future financial needs and short- and long-term goals.
Craig utilizes Stifel’s Solutions Program to adapt strategies designed to combine customized investment management with the ability to quickly react to market conditions for clients who choose discretionary advisory services. He holds Series 7, 9 & 10, 63, and 66 securities licenses, as well as life and variable insurance licenses.
Outside of the office, Craig enjoys spending time with his wife, Teresa, their children, Cameron and Ashley, and two grandchildren. He enjoys gardening, golf, spending time in his workshop, and was previously an active pilot.
“The financial markets are not only my career, they’re my passion. I hold my client relationships near and dear to my heart, with many friendships spanning multiple generations. I look forward to meeting you and earning your trust.” – Craig Herrington
The Solutions program requires a minimum investment, which varies by strategy. Ask your Financial Advisor for a Disclosure Brochure, which further outlines the fees, services, exclusions, and disclosures associated with this program. Since all investment decisions in a Solutions account are made by the Financial Advisor without having to receive prior client approval, it is important that Solutions clients have detailed knowledge of the Financial Advisor’s individual investment philosophy and decision-making process before entrusting him or her with their portfolio. You should consider all terms and conditions before deciding whether the Solutions Program and any particular strategy are appropriate for your needs.
Dave has more than 35 years of experience guiding clients on their retirement, cash flow, investment, and estate planning needs. By nature, he has taken a low-pressure, educational approach to building his business. He enjoys the time spent in conversation with his clients to better understand their goals and financial disposition. Dave’s primary mission is to establish lifelong relationships as he guides clients and their families toward smart financial decisions, with a focus on seeking to grow assets and maintain a proper income stream during retirement.
Rather than seek an early retirement himself, Dave chooses to continue doing what he loves –helping others work toward solving complex financial puzzles. He and his wife, Debbie, maintain homes in both Southwest Michigan and Southwest Florida, where they spend time with grandkids and boat to area beaches, always on the hunt for the world’s best grouper sandwich.
“The object of life is not to achieve some particular net worth target, but to identify your wealth’s purpose and have some fun along the way!” – Dave Kinney
Mike works closely with clients and their families to help them identify their goals while addressing various aspects of their financial lives, including cash flow, investments, insurance, tax planning, charitable giving, and estate planning issues.
Building on early financial wisdom from his father, Mike earned a B.B.A. in Finance and holds Series 7, 9 & 10, 24, and 66 securities licenses. After more than 15 years as a financial advisor, he continues to take pride in guiding clients through celebrations and challenges.
Outside the office, you may find Mike sneaking in the occasional round of golf on summer afternoons, playing guitar with local musicians on the weekends, or chasing his three young children around St. Joseph with his wife, Jessica.
Stifel does not provide legal or tax advice. Please consult with your legal and tax advisor regarding your particular situation.
Shawn began his investment industry career in 2000 with A.G. Edwards. Having previously spent five years at Stifel and subsequently managing the Pine Island, Florida, office at Edward Jones, Shawn rejoined Stifel in 2024. Shawn earned a B.A. in Finance from Michigan State University and holds Series 7, 63, and 66 securities licenses, as well as life, health, and variable insurance licenses. In addition, he holds the CERTIFIED FINANCIAL PLANNER® certification.
Shawn enjoys working with clients to develop a plan for pursing their retirement and financial goals. This includes building diversified portfolios to align with their multigenerational needs.
Outside of the office, Shawn splits his time between St. Joseph, Michigan, and Cape Coral, Florida. He enjoys spending time with his wife, Melanie, and their three children, Andrew, Ryan, and Allison. Their two Boston Terriers, Rosie and Maggie, add constant energy and laughter to the home. He enjoys traveling, boating, camping, and outdoors.
Diversification does not ensure a profit or protect against loss.
Ashley grew up in St. Joseph, and after attending college, she moved to Detroit, where she worked in manufacturing before moving back to St. Joseph with her husband to start a family. She has been working at Stifel since 2017 and attained Series 7 and 66 securities licenses. In her free time, Ashley enjoys spending time with her two daughters at the beach, going to concerts, watching Detroit Red Wings games, and traveling to Northern Michigan.
Cindy has been with the Kinney Wealth Advisory Group since 2002. She is committed to ensuring clients receive a first-class experience as she simplifies account paperwork, facilitates deposits and cash movement, and maintains the team’s schedules. She also helps keep clients on track for required minimum distributions, monthly draws, tax withholding, and other requests. Cindy truly enjoys serving clients and appreciates being such an instrumental part of their lives.
In her current role as Client Service Associate, Kitty enjoys building and maintaining strong client relationships and assisting with daily branch operational duties.
Krystin joined the Stifel team in 2023. She has a variety of prior experiences in administration, customer service, sales, marketing, and advertising. In her current role as Client Service Associate, she enjoys building and maintaining strong client relationships as well assisting with daily branch operational duties.
A Pittsburgh native, Krystin earned a Bachelor of Arts in Communication from Saint Vincent College. She enjoys watching the Steelers, Penguins, and Pirates sports teams, traveling with her husband, golfing, listening to live music, and relaxing with her two cats, Leonard and Nimoy.
