Craig Mathiesen | CPA, CGMA, CTFA, MST | Principal | Advisory and Tax Services
Western Michigan University
BBA, accounting
Walsh College
MST
American Institute of Certified Public Accountants
Michigan Association of Certified Public Accountants
Institute of Certified Bankers
Financial and Estate Planning Council of Metro Detroit
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.
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.
Western Michigan University
BBA, accounting
Walsh College
MST
American Institute of Certified Public Accountants
Michigan Association of Certified Public Accountants
Institute of Certified Bankers
Financial and Estate Planning Council of Metro Detroit