8936 Northpointe Executive Park Drive,Suite 240/260 Huntersville, NC 28078
About Our Leadership Team
THE RETIREMENT WEALTH COACH®
Steven L. Crawford, MBA, Certified Financial Fiduciary®, National Social Security Advisors® is Managing Partner of FIG Wealth Partners with 21 years experience in the insurance and financial services industry working as a “Retirement Income & Advanced Tax Planning Strategist”. Also, Mr. Crawford is co-author of the Amazon Best-Seller "The Success Formula with Jack Canfield" (author of The Best Selling "Chicken Soup for the Soul") click on his picture above for more information on the book. In addition, Mr. Crawford was awarded by Forbes as a Top 10 author for his article titled, "What They’re Not Telling Us About Our Retirement Savings."
Mr. Crawford is a member of National Academy of Best-Selling Authors®, member of the National Association of Experts, Writers & Speakers®, National Ethics Association, National Black MBA Association and Hall of Famer with a youth sports organization (Pembroke Pines Optimist) in Pembroke Pines, Florida. Furthermore, He has extensive retirement income planning expertise with a focus on tax advantaged strategies & exclusive alternative non-correlated assets that offer greater diversification and growth often not found in traditional investing. These strategies main objectives are to secure retirement (with growth opportunities) from stock market volatility that can erode life savings and protect Americans from future tax laws that will have an impact on your retirement income.
In addition, Mr. Crawford has been seen on CBS television show “Morning Break,” CBS Local News, Fox Sports and NBC 6 South Florida. In addition, Steve’s a financial instructor and chapter president for a non-profit (AFEA) where he teaches retirement & safe money strategies for affluent attendees. Also, he is a sought after advisor requested to teach estate preservation, retirement income for affluent attendees and business continuation strategies for business owners at various businesses throughout the country.
Lastly, he is host of WRHI 1340 AM & 100.1 FM Radio show "Coffee & Cashflow" with Steven & Anthony which airs every Saturday morning from 9-10 Am. His motto is to provide refined ‘Foundational Retirement Planning Solutions’ primarily for a select group of individuals who among other things are looking to elevate the performance of their retirement assets; alleviate the concerns of "outliving your money" and aspire to a work optional lifestyle. Mr. Crawford does this through a process he’s developed and refined called TCE: TOTAL CLIENT ENGAGEMENT. This is a process of educating clients about what's really happening with your money in spite of the media or uncertainties of Washington and Wall Street.
Travis Matheny, Regional Vice President, CFF®
Travis Matheny, RVP, Certified Financial Fiduciary® heads up our Rocky Mountain territory and brings 12 years of executive and retirement experience to FIG family. Travis passion for learning and assisting clients has proven to be invaluable. Travis is the proud father of a little girl and enjoys spending his time when not planning for clients, he's a devoted father.
Jeremey D. Bryant, Vice President, Certified Financial Fiduciary (CFF®)
Jeremy D. Bryant, has been a Financial Advisor since 2001 and Certified Financial Fiduciary since 2018. Jeremey brings valuable expertise in financial planning to the FIG Family. The Certified Financial Fiduciary is a professional designation for financial professionals who have successfully completed a rigorous certification and training process to understand what it means to be a true fiduciary. CFF designees agree to uphold the highest moral, ethical and fiduciary standards of service when providing advice to potential or existing clients.
Financial professionals who have earned the Certified Financial Fiduciary (CFF®) designation can immediately and clearly demonstrate how they practice a fundamental obligation to always put their clients best interest first. Additionally, CFF® designees are bound by a code of conduct which holds them to the highest standards of professionalism in the financial services industry.
As Vice-President and Senior Financial Consultant of Legacy First Financial Group and lead consultant for FIG Wealth Partners and FIG Wealth Management, he personally supervises and assists in the creation of fully customized and unique plan design for his clients.
A Magna Cum Laude graduate of Saint Anselm College, Jeremy is passionate about sharing his knowledge of financial planning and insurance to improve the lives of his customers. Jeremy’s philosophy is simple: “Educate first, establish needs and goals, then work together to create a customized plan. Once the plan is implemented, review, review, review!” Jeremey is happily married and raising 4 children. He values his family time and enjoys being outdoors.
Emilia L. Crawford, Chief Operating Officer
Emilia L. Crawford, COO, heads up our operations and communication divisions and is responsible for the direction and coordination of our organization. Her responsibilities include expense control, staff management, goods production and department supervision. Mrs. Crawford brings 10 years of upper management to FIG Wealth.
Anthony Skinner, Area Sales Manager & Chief Medicare Advisor
Anthony Skinner, Area Sales Manager & Chief Medicare Advisor for FIG Wealth Partners, heads up our South Carolina division and is our expert in all areas of Medicare with an emphasis on healthcare as it impacts your retirement. Anthony is a certified Medicare expert and is licensed in Wealth Protection, using solutions provided through insurance products such as Index Annuities and Life products. Mr. Skinner is not only licensed in both North & South Carolina but in multiple states as well.
In addition, Mr. Skinner is cohost to WRHI 1340 AM & 100.1 FM Radio Show, "Coffee & Cashflow" with Steven & Anthony which airs every Saturday Morning from 9-10 AM. Anthony is a family man, married for 25 years with 2 married boys, 2 grand children and has over 10 years of experience in the financial services market.
His passion is helping people protect and build wealth! He is also an active trader with experience trading Cryptocurrency, Forex and Stocks.
Nichelle Rizik, Retirement Plan Director & CRSP
Nichelle Rizk, Retirement Plan Director has over 27 years of experience in the bank and trust fields, with an emphasis on retirement services management and business development. Nichelle is a graduate of High Point University and has obtained the Certified Retirement Services Professional (CRSP) designation from the American Banking Association, and AIF©.
Chimaine "Cory" McNealy, Sales Manager
"Cory" as we call him, coordinates the activity of our team members in the areas of life insurance and Medicare sales here in the Charlotte, NC metropolitan. Cory is authorized to solicit life, health, Medicare supplement, long term care and annuities.
In addition, he holds a property & casualty insurance license for all of your auto & home insurance needs. Cory states, "I specialize in helping clients find value benefits that fit their needs and their budget." Furthermore, he believes "People should trust that their agent can find the best solutions for their situations and not a "One size shoe fits all philosophy" that he sees with other agents not working with FIG.