As Principal Consultant at Mainstreet Synergy Group, Craig brings over 19 years of experience in the financial services and insurance industry, having held roles such as Chief Compliance Officer, Underwriter, Director of New Business, Management Consultant, and Manager of Global Services. Craig works closely with our internal consultants and international strategic partners to develop and implement strategies tailored to meet the unique needs of our clients. Passionate about building relationships across global networks, he fosters collaboration and the exchange of best practices to execute highly customized alternative investment and insurance strategies.

Julius brings over 25 years of experience in the financial services and investment management industry.   Having worked at Goldman Sachs, JPMorgan, Morgan Stanley, UBS, Citi, Deutsche, Societe General, ABN AMRO, Maybank Kim Eng, Shinhan, and Woori, in New York, San Francisco, London, Frankfurt, Hong Kong, Singapore, Jakarta, Tokyo, Taipei, and Seoul, the partnership brings extensive track records of success, insight, and extensive network.​​​​​​​​​​​​​

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Laticia is an Insurance Broker at Mainstreet Synergy Group with over 25 years of experience in practice administration and insurance services. She works closely with internal consultants and strategic partners to help clients navigate retirement income planning, long-term care solutions, tax-efficient strategies, and asset protection. Laticia is known for her collaborative approach and commitment to helping clients make informed, confident decisions that support their long-term financial well-being.

With over 30 years’ experience, Eric’s focus has been on the execution of business and operating systems transformations. Using his deep expertise in process and operational improvement techniques, Eric has led several large-scale transformations across a broad range of industries. Eric has an innate ability to translate customer experience from voice of the customer into customer value creation delivery. This allows Eric to operationalize systems-level improvements for his clients and business partners and achieve their goal of maximizing customer satisfaction.

​As a Private Practice Consultant at Mainstreet Synergy Group, Jared brings over 15 years of experience in practice administration, having held roles such as Internal Auditor, Manager of Clinical Services, Patient Service Manager, and Director of Clinic and Hospital Operations. Passionate about helping private practice providers, Jared focuses on streamlining operations to maximize both patient satisfaction and overall revenue.​​​

As the owner and advisor of a health insurance agency, Kenzie is dedicated to helping individuals and businesses achieve their health goals by optimizing insurance plans within their budget. She specializes in guiding clients through the private market, ensuring they have the right coverage for their needs without paying for unnecessary extras. Kenzie takes pride in creating customized health benefit packages and crafting insurance policies that reflect the unique needs of individuals, families, and small businesses.