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Our Staff
Jack Crane, CERTIFIED FINANCIAL PLANNER™ (CFP®) Jack is a CERTIFIED FINANCIAL PLANNER™ (CFP®), having met rigorous standards of competency and ethics. As a CFP®, he can offer advice on financial planning, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. As a CERTIFIED FINANCIAL PLANNER, Jack agrees to meet ongoing continuing education requirements and to uphold the CFP® Board's Code of Ethics and Professional Responsibility and Financial Planning Practice Standards. As a registered representative, Jack holds securities registrations for Series 6, 7, 26, 24 and 63 through UVEST Financial Services (a securities broker/dealer that is not affiliated with SMFS or St. Mary's Bank). Jack is able to offer a wide variety of investment products including: mutual funds, fixed annuities, variable annuities, individual stocks, bonds and IRAs. Jack also has his Life, Accident and Health Insurance license, enabling him to offer Life Insurance, Long Term Care Insurance, Disability Insurance and Medicare Supplemental Insurance.
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Jack Crane is the Executive Vice President of St. Mary's Financial Services (SMFS), a division of St. Mary's Bank. He has over 25 years of experience in the financial services industry, ten of which are in investment services.
