Craftwork Capital LLC

Ross Anderson is a CFP® professional with 17 years of industry experience, currently serving as an advisor at Craftwork Capital LLC since 2020. Prior to this, he worked at Motley Fool Wealth Management for six years. Outside of finance, he owns and operates Anderson Entertainment, a DJ services business. Craftwork Capital provides financial planning, consulting, and discretionary portfolio management to individuals, trusts, estates, charitable organizations, and businesses. The firm employs model portfolios, direct indexing, and third-party manager programs, and may use tactical strategies such as options, short selling, and margin within separately managed accounts.

Daniel Messeca is a CFP® professional with 15 years of industry experience, currently serving as an advisor at Craftwork Capital LLC since 2020. Prior to this, he worked at Motley Fool Wealth Management, LLC from 2014 to 2020. Outside of financial advising, he is a co-founder and Director of Finance at Blue Crab Brewing Company, Inc., a manufacturing business. Craftwork Capital provides financial planning, consulting, and discretionary portfolio management to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a combination of traditional oversight and web-based portfolio automation, utilizing model portfolios, direct indexing, and third-party manager programs.

Matthew Trogdon is a CFP® professional with six years of industry experience, currently serving as an advisor at Craftwork Capital LLC since 2021. Prior to this, he worked at Capital Investment Advisors, Inc. and Cambridge Investment Research, and spent five years at Motley Fool Asset Management. Outside of his advisory role, he teaches financial literacy workshops for the Babson Financial Literacy Project and writes articles on financial planning for The Humble Dollar website. Craftwork Capital provides financial planning, consulting, and discretionary portfolio management to individuals, trusts, estates, charitable organizations, businesses, and employer-sponsored retirement plans. The firm uses model portfolios, direct indexing, and third-party manager programs, employing tactical strategies such as options, short selling, and margin where suitable.