Craig Freund, CFP®
Craig is one of the Founding Partners of Upstream Investment Partners. A company started so as to provide an environment for advisors that breeds success and growth. Decisions at Upstream are always made with the best interest of the clients in mind. An open architecture is the goal, with the highest level of customer service and support as the primary focus.
Upstream is, and always will be, privately owned. By staying independent of shareholders this ensures that the interests of the partners always align with the interests of the advisors who then pass that on to their clients.
Craig was a Regional Director for H&R Block Financial Advisors and Ameriprise, he led the country in all strategic goals for 2 years, which included recruiting, revenue growth, asset growth, advisory asset growth, cross-sale, and retention.
Craig graduated from UW-Whitewater with a BBA, majoring in Finance. In 1994, Craig began his career in the financial service industry and has held many positions including: investment advisor, branch manager, complex manager, sales manager, and regional director. He attained his CFP® in 2002.
Craig and his wife Tracy have been married for over 26 years and have two children, Bryden and CJ. Both he and his wife proudly support their boys in their academic and athletic successes. In his spare time he is an avid weight lifter, fisherman, and golfer!