Joel Craven, CFP® - Founder/Advisor

I grew up around the financial services business. My father, Steve Craven, was a financial services professional for over 45 years prior to his retirement in 2018. My own professional path started at UW-Madison, where I earned a degree in Accounting and Information Systems in 2002. I worked for Grant Thornton LLP in financial consulting and auditing for three years. I found that the work was rewarding but the travel was brutal. I realized I wanted a life like my dad’s – he rarely missed a sporting event or family function. He had the freedom to enjoy his life while still doing work that really mattered.

So I opened my financial services firm in 2005, and we consolidated our staff and office space in 2007. The two businesses merged upon my father’s retirement in 2018, which is when I bought him out so he could enjoy his well-deserved retirement, after helping so many families do the same for decades. I’ve taken on the promises he made for all those years, plus my own clients that I’m privileged to serve in Wisconsin and beyond.

Here’s my core philosophy: Everyone deserves a solid financial plan. The tools and strategies normally reserved for people with the most net worth should be available to every family, no matter how much they make or how much they’ve saved.

On a personal note, my wife, Kara, and I have two children - Carter and Nalia. We live in Blue Mounds and have our kids in the Mount Horeb School District. We enjoy mountain bike racing and everything else that rural Wisconsin has to offer. I’m involved with our race team, serving as a board member for DriftlessMTB. I’m also active in area school districts, serving on the Business and Marketing Advisory Board for the Madison School District.

Annirose Womack, CFP® - Advisor

I work with clients using the same core philosophy: Everyone deserves a solid financial plan. The tools and strategies normally reserved for people with the most net worth should be available to every family. I hold a Bachelor’s degree in Business Administration, Magna Cum Laude, from the University of Wisconsin - Whitewater.

Prior to joining Astraios Financial as an advisor in 2014, I was working on the wholesale side of the financial industry in the 401k and mutual fund space. My clients were financial advisors all over the country, and while that required a significantly detailed investment, market, and product knowledge, it did not leave me fulfilled because I never truly knew who I was helping. Since joining Astraios Financial, I am able to wake up every morning excited to personally know my clients, their families, and help them achieve their lifetime goals as we nurture a lifelong relationship together.

I am proud to be raised in a family of lifetime educators. It was instilled that the process of learning is not simply a singular task, but rather a way to go through life that allows you to experience things to their fullest potential. This has been the foundation that I have built my family, hobbies, and professional career upon. I am a mother, competitive Olympic Weightlifter, and CERTIFIED FINANCIAL PLANNER™ professional- and I can happily say that the process of learning will never end!

Alyssa Mann - Office Manager

I keep the office organized and efficient by answering client calls, scheduling meetings, and managing files, as well as handling correspondence and licensing tasks. I have a Bachelor’s degree in English from the University of Arizona

I enjoy working with the close-knit team we’ve built and look forward to continuing to help the office grow and thrive.

I live in Middleton with my husband, Kenny, and our kids, Millie and Jonas. We enjoy spending time outdoors and at our campsite in Northwestern Wisconsin. I love to travel, recently taking the Amtrak train all the way from Milwaukee to Seattle.

Elizabeth Cantwell - Marketing & Account Specialist

I handle the ins and outs of our office, helping to manage accounts, maintain an organized office schedule, keep records, and communicate directly with our clients. I have a Bachelor’s degree in Communications from the University of Wisconsin - Eau Claire.

We have a very family-oriented office and that reflects on how we treat our clients. I enjoy making our clients feel like they are being treated with the utmost respect and that we are helping them with urgency and professionalism.

Outside of work, I live with my fiancé, David. We love to travel and challenge each other on hiking trips - rewarded by exploring local breweries! I also work part-time as a Personal Trainer and spend a lot of time in the gym or just being active. I have one cat (my pride and joy!) who takes up the bulk of the photos on my phone.

• Cook County

• Crawford County

• Dane County

• DuPage County

• Dodge County

• Grant County

• Green County

• Iowa County

• Jefferson County

• Kane County

• Kenosha County

• Lafayette County

Who We Serve

We can help families across the country, thanks to referrals from our valued clients. Our primary geographic area is Southern Wisconsin to Northern Illinois. We have a lot of experience helping state pensioners make the most of their retirement plans, as well as non-pensioners.

• Lake County

• McHenry County

• Ozaukee County

• Racine County

• Richland County

• Rock County

• Sauk County

• Vernon County

• Washington County

• Waukesha County

• Will County