Meet the Team
Financial advice is personal. Behind every recommendation, conversation, and plan is a relationship built on trust.
Our team is committed to helping clients feel comfortable, informed, and confident about their financial decisions. We take the time to understand what matters most to you and provide thoughtful guidance designed around your goals.
Craig Twombly
Founder & Financial Advisor
Craig founded 
the practice with a simple idea: financial advice should be personal, thoughtful, and centered around the people it serves.
Over the years, he has worked with individuals and families navigating important financial decisions—from preparing for retirement to organizing investments and planning for the future. Clients appreciate Craig's calm approach and his ability to explain complex financial topics in a way that feels clear and approachable.
Rather than focusing only on numbers, Craig focuses on understanding the people behind them. He takes time to listen carefully, learn about each client's goals, and build long-term relationships based on trust and consistency.
Clients often say they value Craig's steady guidance and the confidence they feel knowing they have someone they can call when important financial decisions arise.
Outside the office, Craig enjoys spending time with his family. He and his wife Amy enjoy going to shows together, and he stays active playing pickleball each week with friends. Craig is also the proud father of two sons, Owen and Sawyer, who are both currently navigating their college years.
Jake Dittel CRPC®
Registered Assistant
Jake Dittel brin
gs a strong background in economic analysis, retirement planning, and data analytics to the team. Raised in White Bear Lake, Minnesota, Jake earned his bachelor’s degree in Economics and Finance from Saint John’s University in Collegeville, MN, where he also played Division III college hockey for the St. John’s Johnnies.
Prior to joining Craig Twombly in April 2026, Jake spent five years at Allianz Life Insurance in Golden Valley, Minnesota. During his tenure, he spent three years specializing in annuities and retirement solutions before transitioning into a data analytics role for two years—giving him a data-driven perspective on wealth strategies. While at Allianz, Jake earned his Chartered Retirement Planning Counselor (CRPC®) designation, reinforcing his expertise in helping clients navigate complex retirement landscapes.
Jake and his wife, Julia—a graduate of the College of Saint Benedict—were married in 2024 and currently reside in Osseo, Minnesota. Outside of work, Jake enjoys golfing, playing men's league hockey with friends, and spending time fishing.
A Team Focused on Relationships
Financial planning works best when it's built on trust and long-term partnership.
Our goal is to provide thoughtful guidance, clear communication, and a steady presence as you make important financial decisions throughout your life.
