Experience That Guides
Wisdom That Protects
Collaboration That Succeeds
Craig Morningstar
Founder and Chief Executive Officer
A serial entrepreneur, seasoned C-level executive, and business consultant, Craig brings more than three decades of financial services and investment management expertise. His career has been dedicated to helping business owners maximize value, protect assets, and manage complex wealth outcomes.
https://www.linkedin.com/in/craig-morningstar-461a0b3
Email me at: craig.morningstar@enterprisesage.com
Tanya Escobedo
Chief Operating Officer
With over 30 years in the financial services industry, Tanya is a senior manager with a proven track record of leading diverse teams and initiatives. Her ability to integrate strategy with execution ensures clients benefit from both vision and disciplined follow-through.
https://www.linkedin.com/in/tanya-escobedo-70154826
Email me at: tanya.escobedo@enterprisesage.com
Kortney Morningstar
Director of Marketing and Partnerships
With a PhD in Anthropology and over a decade of creative leadership experience, Kortney builds brands by understanding people first. By blending research-driven insight with powerful storytelling, she helps businesses strengthen positioning, accelerate growth, and evolve into high-value investment-ready enterprises.
https://www.linkedin.com/in/kortney-morningstar-313204170
Email me at: kortney.morningstar@enterprisesage.com
Darin Kaiser
Vice President, Client Acquisition
Since 2013, Darin has built a results-driven track record of strengthening client relationships and driving sustainable growth. He combines strategic insight with a deep understanding of evolving client needs, leading with a philosophy centered on collective success — when teams grow, organizations thrive. With expertise in strategic planning, operational problem-solving, and resource optimization, Darin supports scaling initiatives while maximizing efficiency and profitability. Adaptable and forward-thinking, he delivers measurable impact and long-term value.
https://www.linkedin.com/in/darin-kaiser-071bb9b
Email me at: darin.kaiser@enterprisesage.com
Along with our hand selected group of professionals, the Enterprise Sage team delivers insight, discipline, and a personal commitment to every business owner they serve.
Our Philosophy:
At Enterprise Sage, we believe business success is only complete when it becomes multigeneration family wealth - preserved, diversified, and sustained across generations.