Meet the Team

Our purpose at the Baun Investment group is to afford our clients with the peace of mind of knowing they’re on track with their financial aspirations so they are free to focus their time and energy on what is most important to them.

Craig Baun

Craig Baun

B.Comm

Executive Vice-President, Senior Investment Advisor & Senior Portfolio Manager, Vice-Chair, Wellington-Altus Private Wealth Advisory Board

Craig has been a leader in the financial services industry for well over two decades. Prior to his new role as Executive VP & Senior Portfolio Manager at Wellington-Altus Private Wealth, he was First Vice President, Investment Advisor and Portfolio Manager at a bank-owned brokerage for close to 22 years. Craig specializes in Portfolio Management and Investment Selection services to high net worth and ultra-high net worth individuals and organizations. As the Founder of the Baun Investment Group, along with dedicated partners, Craig has been providing the highest level of comprehensive wealth management and Investor services in the industry. Through a proven track record of success, Craig was also recognized as a member of the elite Chairman’s Council at his former firm from 2006 to 2019. Outside the office, Craig and his wife Luanne stay busy with their 3 boys, all playing hockey. He serves on the board of the local community hockey association and coaches.

Andrea Tyrrell

CFP, B.Comm

Senior Associate Investment Advisor

Andrea has been in the financial services industry for 30 years, spending the last 17 years as a member of the Baun Investment Group. Andrea’s dedication to providing an excellent client experience led her to obtain her Certified Financial Planner designation in order to offer comprehensive financial plans for clients. As Associate Investment Advisor, Andrea’s focus is on advising clients, financial planning and building client relationships. When she isn’t at work, she’s spending time with her husband and two sons.

Andrea Tyrrell
Darren Cooper

Darren Cooper

CFP, BBA

Investment Advisor

Darren’s experience in the investment industry spans 15 years across multiple positions in banking and investment advice. He provides support in the areas of trading, relationship management and financial planning. Darren and his wife Helen have been married for 11 years and have 2 daughters, Sophie & Madeline. He is an avid baseball fan, and enjoys the statistical analysis side of all sports.

Michael Gibbs

B.Comm, CFP

Wealth Advisor

Michael has been in the financial services industry since 2001 and has held various positions related to investment management and financial planning. He has a Bachelor of Commerce degree from St. Mary’s University in Halifax, NS and has held the Certified Financial Planner (CFP) designation since 2006. In his previous role with one of Canada’s largest banks Michael worked for over a decade with high net worth individuals, families, business owners and professionals providing recommendations in the areas of investment management, retirement, tax, and estate planning. Michael and his wife Vicki have been married since 2002 and keep busy outside of work spending time with their two boys.

Michael Gibbs
Lily Briggs

Lily Briggs

Senior Associate Investment Advisor

Lily has worked in the investment industry for over 20 years, with a focus on providing excellent customer service. Her passion for the industry and helping clients drives her to continue learning and progressing in her certifications. Lily’s role with the Baun Investment Group sees her managing client relationships, assisting in trading and coordinating marketing and special events. Outside the office, Lily and her husband, Rick, enjoy spending time outdoors with their pets and two children, Sara & Jax.

Melanie Duggan

Senior Investment Associate

Melanie’s career spans 25 years across multiple positions in the banking and financial services industry. Melanie coordinates the inner processes and administrative tasks that contribute to the Baun Investment Group’s success in offering exceptional client service. Outside the office, Melanie enjoys the music scene and spending time outdoors; every July you will find her at the Calgary Folk Music Festival. Melanie enjoys travelling and spending time with her husband and 3 kids.

Melanie Duggan
Sandra Muzia

Sandra Muzia

Senior Investment Associate

Sandra has worked in the investment industry for 20 years with a focus on administration and client service. Sandra prides herself on bringing exceptional client service to the Baun team. Sandra and her husband, Dave have two children, John (10) and Chloe (7), and spend most of their spare time at the ice rink watching John play hockey and Chloe, ringette. Sandra enjoys volunteering with their children’s sports teams and school, and spending time outdoors with family and friends– particularly in the summer months.

Anna Frank

Senior Investment Associate

Anna has worked in the investment industry for 27 years with her current role being a Senior Investment Associate. Her passion for customer service is reflected in the relationships she has built with clients over the years.  Anna is born and raised in Calgary and is very close with family including her husband Daryl and 2 children, Celina and Connor.  She is focused on a healthy lifestyle and loves to workout.  Travelling is also an important aspect of her life and when the opportunity presents itself, she is always up for an adventure! 

Anna Frank
Jolene Hall

Jolene Hall

CFP®, PFP®, CLU®, CHS®, CEA®

Senior Financial Planner

Jolene has been part of the financial planning team since the inception of Wellington-Altus Private Wealth. Jolene excels in providing guidance and advice for families, business owners, and high-net-worth individuals. She has a passion for financial planning and is dedicated to finding the best financial, insurance, retirement and estate planning solutions.

Jolene has been in the investment industry for over 25 years. Her previous roles have been centered around providing superior advice and client services. She has completed the Canadian Securities Course, The Conduct and Practices Handbook Course, and has earned her Certified Financial Planner, Personal Financial Planning, Certified Health Specialist and Certified Executor Advisor designations. Jolene is also licensed to provide life, accidental and critical illness insurance solutions.

Cailie O'Hara

MA, QAFP™

Financial Planner

Cailie enjoys having engaging conversations with clients: learning about their goals, values, and priorities. She believes that a solid financial plan begins with a comprehensive understanding of both a client’s present situation and future aspirations; only then can the right financial strategies be developed.

Cailie is a Qualified Associate Financial Planner™ professional, has passed the CFP® Examination, and CFA Exam Level I. Prior to joining Wellington-Altus, Cailie spent five years in the Middle East working for one of the world’s largest providers of financial markets data and infrastructure.

Cailie O'Hara