Craig Mathiesen
A certified trust and financial advisor since 1999, Craig’s extensive expertise in estate and trust 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 30+ years of experience in public accounting, all of which he has gained at Rehmann. He joined the firm 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.
- 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 21 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 trust advisor for the estate’s beneficiaries.
- Ask how Craig can help you structure a trust and provide ongoing financial guidance to ensure a solid financial future for your family.
