We consider your personal goals and tailor our financial strategies in an attempt to get you from today to where you want to be.
We take a holistic approach, offering comprehensive financial advice for the ever changing seasons of life. We have the experience to guide our clients through the many crossroads where life and money intersect.
Craig Thistlethwaite
President
I have spent nearly 30 years in the financial services industry providing investment advice, managing client portfolios, and guiding financial plans for individuals, business owners, and foundations. Partnering with my clients and building a roadmap based on your individual needs and values inspires me as a financial professional. I value the relationships that are formed which so often extend beyond the office.
I graduated from the University of Toledo with a Bachelor’s Degree in Finance and have held a variety of roles in past firms including Senior Portfolio Manager, Senior Vice President, and Alternative Investments Director. Currently, as a managing member of CT Financial Partners, LLC and an Investment Adviser Representative of the firm, I’m able to lean on my past experience and offer a business model focused on putting the interests of our clients first.
I have lived in Northwest Ohio my whole life and currently reside in Perrysburg, Ohio. I enjoy spending time with my family, fishing, golfing, traveling, and serving our community through my church and as a long-standing member of the Perrysburg Rotary Club.
Carey Thistlethwaite
Director of Operations
I began my career in the financial services industry in 2004. Through the years I have served brokerage, advisory, retirement, and insurance clients. I attended Ohio Northern University and majored in International Business and Economics, earning my Bachelor of Science in Business Administration (BSBA).
Providing an exceptional, yet personal, client experience is what drives me every day as I manage our office operations, oversee compliance, and lead client relations.
I currently live in Perrysburg, Ohio. Outside of the office, I enjoy being with our family, attending sporting events, traveling, and serving at my church.
