FINRA's BrokerCheck

Craig Mathiesen

Craig Mathiesen

Craig Mathiesen | CPA, CGMA, CTFA, MST | Principal | Advisory and Tax Services

Farmington Hills, MI | 248.579.1125 | Email
Service Areas | Estate and gift tax, trust accounting and tax, individual and business taxes, real estate, wholesale distribution, closely-held businesses, residential development and construction, transportation

A certified trust and financial advisor since 1999, Craig’s extensive expertise in complex estate and tax planning provides an unwavering foundation as Rehmann’s director of estate and trust administration. In an advisory role, Craig executes and manages fiduciary responsibilities and trust activities. He also provides financial statement consulting, chief financial officer services, bank financing, and tax and financial planning to clients. Currently focused on the Baby Boomer generation, Craig assists businesses and individuals with wealth transitions and asset allocation.

Experience

Craig has more than 29 years of experience in public accounting, all of which he has gained at Rehmann. He joined the Firm in 1988 as part of the accounting, consulting and tax services team and provided comprehensive accounting, tax and finance support for businesses in various industries. Craig transitioned to Rehmann’s tax department in 2014.

A Closer Look
  • Craig is a board member and officer of the Financial Estate Planning Council of Metro Detroit (2014-present) and served as treasurer of Detroit Material Handling Chapter 341 of the Society of Manufacturing Engineers for 11 years (1995-2016).
  • A dedicated financial advisor, Craig’s longest client relationship was 27 years, ending when the client passed away. He currently serves as trustee for the estate’s benefactors.
  • Ask how Craig can help you structure a trust and provide ongoing financial guidance to ensure a solid financial future for your family.

Meet The Rehmann Team

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