Loveland-Centerra Branch Office

Craig A. Moddelmog Sr. is the financial quarterback for all the clients that he serves and executes a finely tuned process for creating a personalized strategy designed to integrate virtually all the pieces of your financial life. Craig's commitment to taking the time to fully understand who you are and what matters most to you allows him to deliver strategies intended to move in lockstep with your investment needs.

Craig's experience and knowledge allow him to assist clients with wealth accumulation, wealth preservation, and wealth transfer strategies through a disciplined wealth management process. This process encompasses asset allocation, client portfolio management, retirement planning, liability management, tax mitigation and asset preservation strategies.

Craig began his career in the financial services industry in 1993. Craig earned his B.S. from the University of Northern Colorado in 1991, and received Masters of Arts from The University of Northern Colorado in 1992. Craig holds several securities registrations including the series 7, 63, 65, 24, 9 & 10, and is a Chartered Retirement Planning Consultant, CRPC^®, He also holds a Colorado Insurance license.

Stephanie Glassman serves as the Business Service Officer for the Loveland, Colorado branch, where she leads a team of support professionals dedicated to delivering world-class service to clients. In her role, she also collaborates closely with financial advisors to address their business needs and contributes to the growth of their practices.

With over 22 years of experience in the financial services industry, Stephanie brings a wealth of operational knowledge and a strong commitment to developing high-performing teams. She is a dedicated mentor, committed to helping others to reach their full potential. Additionally, she has had the privilege of serving as the national program lead for new advisor training, where she played a pivotal role in shaping the next generation of financial advisors.

Stephanie received her BA in Business Administration from the University of Northern Colorado, and she holds FINRA Series 7, 9, 10, and 66 licenses.

Outside of work, Stephanie cherishes time spent with her family, and their fur baby, Mojo. She also has a love for the outdoors and can be found hiking and biking one of the amazing trails Colorado has to offer.

Sara uses her background as a Certified Financial Planner to help our clients structure wealth management strategies and personal financial plans that reflect their values, goals, and circumstances. She leverages sophisticated, detailed risk analysis and performance evaluation to align each client’s plan with their specific objectives. Sara was selected as a Global Sports and Entertainment Associate, due to her experience working with team owners, athletes, coaches, and social media influencers. She collaborates with their business managers, agents, attorneys, and accountants to help coordinate the overall management of their unique financial situation.

Prior to joining Morgan Stanley, Sara was captain of the Division I Women’s Basketball team at Colorado State University, where she led the team in assists as a senior, while also making the Mountain West All- Academic team, the Dean’s List, and earning a community service award. After graduation she was hired as an Assistant Coach for the CSU Women’s basketball team. Sara moved back to Northern Colorado and joined her father and brother-in law at Morgan Stanley in 2015, after working for Jackson National Life Insurance and Annuities and Michigan Financial Companies. She earned the Certified Financial Planner and Chartered Retirement Planning Counselor designation at the College for Financial Planning. These prestigious designations reflect her knowledge, skills, and commitment to upholding high ethical standards. Coaching has always been a part of Sara’s life and she continues to do so in her role at Morgan Stanley, as she now coaches' clients and their families to help them on their path to financial wellness.

Sara lives in Windsor Colorado with her son and daughter. She is an active member of the community coaching her kids in youth sports at the local YMCA, and Mighty Kicks Soccer. Sara supports many organizations focused on serving the community, including American Cancer Society, Hearts and Horses, Ace Scholarships, Partners Mentoring youth, and many others. She currently serves on the Executive Committee and Board of a Women’s Place in Weld County, an organization that helps domestic violence victims find safety and security. Sara believes that we are each called to give back, serve others, and work hard to make our lives, our families lives, and our communities better.

At Morgan Stanley, Adam focuses primarily on capital markets. He has been working with our clients to align their portfolios with their goals and objectives.

Adam began his career in financial services after serving six years in the U.S. Navy. He proudly served two combat tours in Iraq and Afghanistan, as a Navy Corpsman, earning an honorable discharge in 2008. Adam’s military background enhances his resourceful, measured approach to investment management.

He has been in financial services for 12 years, working for USAA for 3 years on a trade and service desk before becoming a comprehensive financial advisor. Adam has been with Morgan Stanley since 2014 and has attained the title of Portfolio Management Director and Vice President.

Adam earned a B.A. in Political Science from Metropolitan State University of Denver. In addition, he is a licensed Chartered Retirement Planning Counselor, highlighting his experience and a deep knowledge in virtually all areas of retirement planning.

Adam and his wife, Taylor, have two daughters and reside in Windsor, CO. An active member of the local community, Adam is a graduate of the Loveland Leadership class of 2015 and a member of the Larimer County Sheriff Centurions Organization.