Crafted Finance, LLC (“Crafted Finance”) recognizes that our relationships with current and prospective clients are based on integrity and trust. We work hard to maintain your privacy and to preserve the private nature of our relationship with you. We place the highest value on the information you share with us. Crafted Finance will not disclose your personal information to anyone unless it is required by law or at your direction. We will not sell your personal information. Crafted Finance will provide this privacy statement to all clients annually.
We want our clients to understand what information we collect, how we use it, and how we protect your personal information.
Why We Collect Your Information
We gather information about you so that we can:
What Information We Collect and Maintain
We may collect the following types of “nonpublic personal information” about you:
What Information We Disclose
We are permitted by law to disclose nonpublic information about you to unaffiliated third parties in certain circumstances. For example, in order for us to provide planning or investment management services to you, we may disclose your personal information in limited circumstances to various service providers, such as your clearing firm.
Otherwise, Crafted Finance will not disclose any personal information about you or your account(s) unless one of the following conditions is met:
Arrangements with companies or independent contractors not affiliated with Crafted Finance will be subject to confidentiality agreements.
How We Protect Your Personal Information
Privacy has always been important to Crafted Finance. We restrict and limit access to client information only to those who need to carry out their business functions. We maintain physical, electronic, and procedural safeguards to protect your confidential personal information.
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Kristin Harad is a Marketing Coach extraordinaire, guiding businesses and professionals through the complex world of marketing with her expertise, passion, and a proven track record of success. With a deep understanding of branding, strategy, and communication, Kristin empowers her clients to unlock their full marketing potential.
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Kingston Hollman MBA is a seasoned professional in the field of compliance, known for his extensive expertise and dedication to maintaining regulatory integrity within organizations. With a strong educational background and years of experience, Kingston is a trusted authority in the compliance arena.
Armed with a Master of Business Administration (MBA) degree, Kingston possesses a profound understanding of the intersection between business strategy and regulatory adherence. He combines this knowledge with a meticulous approach to ensure that organizations navigate complex compliance landscapes effectively and ethically.
Throughout his career, Kingston has demonstrated his ability to develop and implement comprehensive compliance programs tailored to specific industries and regulatory frameworks. His keen attention to detail and analytical mindset enable him to identify and mitigate potential risks while fostering a culture of compliance within organizations.
Kelly Gosiewski is a Client Service Administrator known for her unwavering dedication and exceptional client-centric approach. With a career spanning several years in the financial services industry, Kelly has consistently demonstrated her ability to provide top-tier support to clients and ensure their needs are met with the utmost professionalism.
Kelly’s role as a Client Service Administrator involves managing client relationships with a keen focus on delivering outstanding service. Her strong interpersonal skills and attention to detail allow her to understand client requirements and address their concerns effectively, fostering strong and lasting client partnerships.
In her career, Kelly has excelled at streamlining administrative processes, ensuring that client accounts are meticulously maintained, and transactions are executed seamlessly. Her commitment to accuracy and precision is evident in all her interactions, earning her a reputation for reliability and trustworthiness among clients and colleagues.
Dionne Kelly is a highly accomplished and dedicated professional serving as an Executive Assistant with an extensive track record of providing invaluable support to senior executives. With a career spanning over a decade, Dionne has consistently demonstrated her exceptional organizational prowess, meticulous attention to detail, and unwavering commitment to enhancing operational efficiency.
Throughout her career, Dionne has been a trusted right-hand to C-suite executives, adeptly managing their busy schedules, prioritizing tasks, and facilitating seamless communication within the organization. Her ability to anticipate the needs of her superiors and proactively address them has been a hallmark of her success.
Meet Joe Wride, the president and founder of Crafted Finance. With a knack for pension and investment management, insurance, and financial planning, Joe’s all about offering top-notch services without breaking the bank. That’s why he started Crafted Finance!
A proud Finance major from Washington State University, Joe’s got the credentials to back it up as a Chartered Life Underwriter and CERTIFIED FINANCIAL PLANNER™ Professional. Since 2009, he’s been helping individuals, families, and pension plans make sense of their finances. Joe’s even on the board of the Financial Planning Association’s Puget Sound chapter. Check out his LinkedIn profile here.
Joe gets that everyone’s got their own money story. That’s why he’s crafted a unique process to help folks of all stripes manage their finances, whether they’re flying solo, raising a family, or running a company. He’s all about learning and growing to make sure his guidance is just the right fit for his clients.
When he’s not crunching numbers, you’ll find Joe enjoying the Seattle life. He’s into skateboarding at Alki beach, biking, golfing, snowboarding, hiking, and camping. Sports fan? You bet! Joe’s a die-hard supporter of the Cougars, Mariners, Seahawks, and Sonics. But what really matters to him is family time with his wife Jessica, daughter Ocean, and dog Kanga. Joe’s excited to welcome more kiddos into their home through foster care and adoption in the future.
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