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 Rick Calhoun - Rick serves as Regional Director of
Branch Development for the Northeast. In this role, he is responsible for retention of our existing FiNet Business
owners and expansion of the FiNet platform in the Northeast. Rick has over 16 years of industry experience. He joined us from
Smith Barney, where he was most recently a Branch Manager in Boca Raton, FL. During his 10-year tenure at Smith
Barney, Rick managed branches in New York, Pennsylvania and Florida. Prior to Smith Barney, Rick was a Producing Sales Manager
with Legg
Mason and Financial Consultant with Merrill Lynch. Rick and his wife Jeanne have three children ranging in age from
6 to 15 years.
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 Craig Avery - Craig serves as Senior
Vice President/Divisional Director for FiNet. Prior to assuming this position, Craig was Regional Director for
the Western/Northeast Regions. Before that, he was Managing Director for two years of LionStone Wealth Management,
a FiNet office located in Savannah, GA. During his tenure at LionStone, Craig also served on the Licensee Advisory
Board (LAB) for FiNet as a business owner representative, and was the lead consultant for a strategic partnership
with FiNet, offering business strategy and change management solutions for the transitioning financial advisors.
Prior to being a FiNet business owner, Craig was a Financial Advisor with Merrill Lynch; the junior partner on
a $225 million team which focused on advisory services. Before joining Merrill Lynch, Craig was a management
consultant for KPMG Consulting (now Bearing Point) and Andersen Consulting (now Accenture), focusing on business
development and process management solutions. Before coming into the "civilian world", Craig served his country as a
Captain in the U.S. Army, assigned to the famed 3rd Infantry Division at Fort Stewart, GA. Craig is an active member
of the Investment Management Consultants Association and maintains the series 7, 66, and 24 registrations. Craig and his wife, Eva, have two daughters, Anna Steele and
Emily Michael and two sons, Grayson and Ethan. |
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| Doug Dorsey launched Chesapeake Asset Management in 2007. |
| Hear his take on Independence with FiNet |
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