Meet our Team. Your "Aspirement" Crew.
Jose Martin, CFP®, CLTC
President & Founder of LifeCraft Wealth Management
I am inspired every single day by the work we do and am guided by a simple principle: each one of us in our own way makes an indelible mark on the history of the world. It is our privilege and pleasure to serve our community of clients as their financial navigator and help them make their greatest possible positive impact on the people and things that matter most to them.
Director Of Client Services at LifeCraft Wealth Management
I love serving our friends and family at LifeCraft through the cultivation of authentic, personal relationships and providing unique client experiences. It is of utmost importance to me to always provide my own family with a warm home in which they feel love, respect and protection. This is my driving force with our family of friends and clients at LifeCraft.
Director of Marketing at LifeCraft Wealth Management
I am thrilled to be working alongside my husband, LifeCraft president Jose Martin, in the family business. I am primarily responsible for Marketing support and Event Coordination for LifeCraft Wealth Management. Having grown up watching my father & mother - both immigrants - build a thriving, international export distributor business out of humble beginnings, I appreciate the value of hard work, perseverance, and entrepreneurship.
I spent the prior ten years serving as the Marketing Manager for my father's company, Intermark Industries. This experience was invaluable in helping me gain knowledge in all facets of graphic design, marketing, and event planning.
I feel blessed to be married to my High School Sweetheart and for our two wonderful children - Ariel & Jacob.
Stephen A. Taylor, JD, CFP®,
Director of Wealth Management at Stephen A. Taylor Wealth Management
Stephen A. Taylor Wealth Management (SATWM) a valuable partner and sister firm to LifeCraft Wealth Management. Where LifeCraft's primary focus is on assisting clients through "Financial Freedom" and retirement income planning, SATWM is primarily focused on helping entrepreneurs, self-employed professionals, and business owners build their wealth. Through their association with Cambridge Investment Research, Inc. and Cambridge Investment Research Advisors, Inc., Stephen and Jose are able to work together to add value to both of their firms and respective clientele. Stephen's goal is to deliver highly sophisticated and innovative strategies and advice with a personal and heartfelt touch to make every client feel comfortable and in good hands. LifeCraft Wealth Management and Stephen A. Taylor Wealth Management utilize the same platforms, technology, and mirror each other's philosophical approaches to financial planning and wealth management. To learn more about Stephen click here.
Ph: (305)722-0091, Opt. 1