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.
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.
Together, Craig, Tanya, with other team members, deliver 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.