Our Team

Our Team

Casey J. Bear, J.D., CFP®

Chief Executive Officer

(248) 362-0900

Mr. Bear is responsible for managing the firm as well as advising clients of his own – particularly executives, business owners, and successful professionals in the accumulation phase of their wealth planning.  Mr. Bear also serves as the firm’s Chief Compliance Officer.  Mr. Bear graduated from Kalamazoo College, the Wayne State University School of Law, and currently resides in Birmingham, MI with his wife and four children.  

On a national scale, Mr. Bear is a frequent speaker on business succession planning and related industry issues. His recent speaking engagements include the Shareholder Services Group’s national conference in San Diego, CA, Fidelity Investment’s “Realizing The Value In Your Firm” workshop in Chicago, IL, the Junxure Advisor Conference in Las Vegas, NV, and the 2015 NAPFA Conference in Indianapolis, IN. Mr. Bear is also a regular speaker at Bob Veres’ Insider’s Forum.

Mark R. Fitzgerald, CFP®

Investment Adviser Representative

(248) 362-0900

Logan Ross

Investment Adviser Representative

(248) 362-0900

Enza Vultaggio

Receptionist and Executive Assistant

(248) 362-0900

CNBC Top 100!!!

Cranbrook Wealth Management was again named to the CNBC list of the Top 100 Wealth Management Firms in the country (2014 & 2015)

Website Design For Financial Services Professionals | Copyright 2017 AdvisorWebsites.com. All rights reserved