1 Research Ct.
Founding Senior Partner
Since 2001, former professional baseball player, Casey Craig, has been working in a different ballgame: retirement income planning. The stakes, however, are just as high! “It’s important,” says Casey, “that people know they can trust their financial advisor.”
Casey holds the FINRA Series 7, 63, 65, and 24 registrations with LPL Financial, and as an LPL Investment Advisor Representative, he is held to the fiduciary standard, which requires him to always act in the client’s best interests. Casey says there are a lot of options available in investment strategies, but a good advisor can not only deploy the strategy but make sure the client understands what’s happening with their money.
Casey believes in the time-tested Core Satellite methodology when building a client portfolio, with an emphasis on achieving market or better returns with below-market volatility*.
A graduate of Central Michigan University Casey was selected by the Seattle Mariners in the 1993 Major League Baseball amateur draft. In his spare time he dedicates himself to coaching and mentoring inner city youth in basketball.
*There can be no assurance in our investment process. Actual results may vary.
Mariah graduated from Woodbury University with a Bachelors of Arts in Interdisciplinary Studies focusing on Business Management, Politics, and History. She then moved on to Capella University and earned her MBA in Finance.
Mariah has been a member of Highland Financial Group for 2 years and is a licensed LPL Investment Advisor Representative.
Mariah resides in Bethesda MD, where she enjoys reading, hiking, swimming, and running. She’s a foodie at heart and loves basketball, football, and concerts.
Client Relationship Manager
David Grenham serves as a Client Relationship Manager and works closely with members of the Highlander Financial Group team to improve business processes and client services. A former print news reporter and editor in New Mexico and Boston, David has spent the past 24 years In Washington, DC, helping organizations such as law firms, government consulting firms, and nonprofits to improve client services and expand markets. David is a 1991 graduate of the Northeastern University School of Journalism in Boston, Massachusetts, where he earned a bachelor of science. Originally from West Hartford, Connecticut, he resides in Kensington, Maryland with his wife and children.
Lorraine resides in Tega Cay, South Carolina. She has over 25 years experience in the financial services and banking industry. She joined LPL Financial in 2012 where she worked with two different investment firms in the Pittsburgh area that cleared through LPL Financial. She supported the financial advisors with the daily operations and administrative duties to help them focus their attention on growing their book of business. She has a passion for building long-lasting relationships with the clients.
Lorraine has three daughters, volunteers her time with her church and particularly enjoys working with the youth, cooking and spending time outdoors.
Scott resides in Olney, Maryland with his wife and daughter where he volunteers at House with a Heart, a senior animal sanctuary.
Director of Marketing
Kim is a 13 year veteran of the financial services industry serving as an Executive Assistant, Product Specialist, individual Insurance Producer and Marketing Director in various stages of her development. Kim has extensive knowledge of the sales cycle having served in both a client facing and support role giving her a unique perspective that she brings to Highlander Financial Group as our Director of Marketing.
Kim resides in Potomac Falls, VA with her husband Sam and daughter Fiona. When she isn’t working she enjoys spending time with her family, traveling, reading and volunteering with Generosity Feeds, a charity that provides meals to local children.