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St. Mary's Financial Services

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Jack Crane, Wealth Advisor, CERTIFIED FINANCIAL PLANNER™ (CFP®)

Jack Crane

Vice President, Sr. Wealth Advisor
CERTIFIED FINANCIAL PLANNER™ (CFP®)
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Jack Crane serves as Vice President, Sr. Wealth Advisor for St. Mary's Financial Services (SMFS), located at St. Mary's Bank, and a registered representative of LPL Financial. He has over 30 years of experience in the financial services industry, 15 of which are in investment services.


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.


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.

Michael Beck, Financial Consultant

Michael Beck

Vice President, Wealth Advisor
CERTIFIED FINANCIAL PLANNER™ (CFP®)
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Michael Beck serves as Vice President, Wealth Management at St. Mary's Financial Services, (SMFS), located at St. Mary's Bank, and he brings 20 years of investment services experience to this role.


As a CERTIFIED FINANCIAL PLANNER™ (CFP®), Michael meets rigorous standards of competency and ethics. He meets ongoing continuing education requirements and upholds the CFP® Board's Code of Ethics and Professional Responsibility and Financial Planning Practice Standards.


Michael guides St. Mary's Bank members toward their financial goals through estate, investment, education, and retirement planning. He offers a variety of investment products that include mutual funds, fixed annuities, variable annuities, and IRAs.
 

Chris Moore, Associate Wealth Advisor

Christopher Moore

Associate Wealth Advisor
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Chris Moore serves as Associate Wealth Advisor for St. Mary's Financial Services (SMFS), located at St. Mary's Bank. He is a registered representative with LPL Financial and has worked in financial services since 2017.


Chris guides St. Mary's Bank members toward their financial goals through estate, investment, insurance, and retirement planning. He is able to offer a wide variety of investment products including mutual funds, fixed annuities, variable annuities, individual stocks, bonds, and IRAs. Chris also has his Life, Accident, and Health insurance licenses, enabling him to offer life insurance. Chris has worked closely with 401(k) and 403(B) plans for years and is very familiar with their rules and regulations.


Chris enjoys finding ways to enhance his education and experience.

Jim Brown, Wealth Advisor

Jim Brown

Wealth Advisor
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Jim Brown serves as Wealth Advisor for St. Mary’s Financial Services (SMFS), located at St. Mary’s Bank, and is a registered representative of LPL Financial. He has over 25 years of experience in the financial services industry, with greater than 15 years in investment services. Jim’s versatile financial advisory experience encompasses tenures in the banking, investment and insurance fields. His practical experience is supported by a Bachelor’s degree in Economics from Hamilton College and a certificate in financial planning from Kaplan Financial.


Jim carefully guides St. Mary’s Bank members toward their financial goals with a comprehensive planning approach including the areas of investment, insurance and estate planning. Utilizing his broad experience and in depth training, he is able to offer a wide array of investment products including mutual funds, fixed annuities, variable annuities and IRAs. Jim also has his Life, Accident, and Health insurance licenses, enabling him to offer life insurance. Over the years, Jim has worked very closely with small business owners, helping them establish business retirement plans for themselves and their employees including providing counsel on 401(k) and 403(B) plans as well as SEP-IRA’s.


A true believer in being active in the community we all share, Jim has recently served as a volunteer and Board member of a regional science center. Prior to that engagement, Jim was a volunteer and Board member of a regional emergency and homeless shelter. Jim is an outdoor and sports enthusiast with a passion for bicycling, kayaking, boating, golf and tennis. His interests also include travel, reading, and real estate. And he loves New Hampshire!

 

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Representatives are neither tax advisors nor attorneys. For information regarding your specific tax situation, please consult a tax professional. For legal questions, including a discussion about estate planning, please consult your attorney.

*Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. St. Mary's Bank and St. Mary’s Financial Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using St. Mary’s Financial Services, and may also be employees of St. Mary’s Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, St. Mary’s Bank or St. Mary’s Financial Services. Securities and insurance offered through LPL or its affiliates are:
 
Not Insured by NCUA or Any Other Government Agency
Not Credit Union Guaranteed
Not Credit Union Deposits or Obligations
May Lose Value

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.