Fearless product leader & client advocate, focused on designing user experiences that clients adore. Passionate about disrupting industry norms.

San Diego, CA
Joined November 2011
Been playing around with Substack these last few days and decided to post some original content for the first time... Should the U.S. Wealth Management industry adopt rules similar to Europe's open banking regulation? open.substack.com/pub/craigu…
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Bittersweet day for two reasons. Moved my oldest daughter into college several thousand miles away and my time at Invent has also come to an end. Proud of the work we accomplished together but a new challenge awaits. Look forward to sharing more in the near future🤫
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As a father of 4 that all share the same initials it was easy to settle on a concept.
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An office takes many shapes, this is mine today as we step into the 4th of July holiday.
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Stepping out with my better half💃🏻🕺🏼 – at San Diego, CA
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This time next week my two older daughters and I will be traveling to Scotland to visit family. A highlight for me will be watching our beloved Celtic play Rangers in an Old Firm match while in country. Making memories🙏 givemesport.com/celtic-range…
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Airline tickets are secured for spring break. Looking forward to taking my older two girls back to Scotland and London to visit family before sending our oldest off to college in the fall. Father/Daughter memories🙏❤️ – at San Diego, CA
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Enjoying the break with the family. My older two are here as well but haven’t blessed me with a picture yet📸. – at South Lake Tahoe, CA
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Gotta start working “In for a penny in for a pound” into my normal vocabulary. These last couple of months have reminded me that’s how I approach most everything (family, friendships,work, etc.) in my life. – at San Diego, CA
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Love seeing their improvement🏇 – at Poway, CA
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Girls were missing riding so much we had to squeeze in a night lesson🔦
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So much change in the works, grateful to be able to spend Thanksgiving with family and friends this year🙏 – at San Diego, CA
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Lots to unpack here, let's just say we're recapturing our youth this weekend🎛️🎧 – at San Diego, CA
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I somehow let my daughter (high school senior) convince me to let her have 15-20 friends over for a movie night🤦 This ought to be interesting🤔 – at San Diego, CA
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I've been at this long enough to remember when an RIA with $1b in AUM was big. Over these next few months we will load almost $80b in AUM onto our platform spread across just 5 RIAs. It's truly unbelievable how the space has grown. Get @inventwithus – at San Diego, CA
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Taking the family on a road trip through Hilton Head, Clemson, Columbus, Knoxville, and Nashville next week. Pray for me🙏 I'll take all good restaurant recommendations as well👍 – at San Diego, CA
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Excuse a stupid question, according to this we know 400k years ago temps were similar to now. If that's the case why all the fuss about rising temps today? I'm all for addressing polution, but the narrative seems to be the world has never been this warm🤔 cnn.com/2023/07/20/world/gre…
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Such a fun show, the summer concert series just keeps rolling along. – at San Diego, CA
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– at South Lake Tahoe, CA
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