Meet Our Team
Craig graduated from Bucknell University with a double major in Economics and History and received his MBA from Kutztown University. He started his career at Walsky Investment Management as a security analyst. After working as an analyst for Walsky Investment Management, Craig was promoted to president. He acquired the firm two years later in 2012. Craig is a member of the CFA Institute where he writes book reviews. Craig also hosts “The Quarterly report with Craig Hafer on WEEU radio having such guests as Alvin Roth, Jack Bogle, Marc Pado and Brian Belski. Craig has been involved in numerous not-for-profit organizations. He and his wife, Nancy, have four children and an active family that enjoys a multitude of sports.
Betsy was born and raised in West Reading, PA, and received a degree in accounting and French from Franklin & Marshall College. She is a registered investment adviser representative, and has greatly enjoyed working with our clients since joining the company in 1998. Betsy currently resides in a quiet neighborhood in Wyomissing, PA.