West Shore Bank adds wealth management advisor.
LUDINGTON — West Shore Bank – Wealth Management recently added Craig Van Ess as vice president/senior wealth management advisor.
As an attorney, tax accountant, and wealth advisor, Van Ess has over 27 years of experience working with individuals and families as a wealth and investment planning advisor. He is licensed to practice law in Michigan and is a licensed life insurance producer and licensed variable annuity producer. In addition, Van Ess has his Series 7 and Series 66 Securities Licenses.
“Craig’s unique background drives his holistic and consultative approach to working with individuals and families to develop successful wealth management strategies,” said Brian Moore, senior vice president-wealth management. “A key element of his approach is to dispel the notion that financial planning is complex or confusing, while crafting plans that help his clients best reach their planning objectives.”
West Shore Bank – Wealth Management offers wealth advisory services to clients throughout Michigan’s west shore region. The group provides a variety of investment, trust and insurance services to help clients grow, protect and pass on their wealth.
“Our group has a distinct and diverse range of areas of expertise which has well positioned us to provide comprehensive financial advice tailored to each client’s individual needs,” Moore said. “Craig delivers an impactful strategic approach to the way clients look at long-term planning.”