About Us

I have more than 30 years of experience in the financial services industry. I began my career in financial planning in 1993 and, in 2008, established my own independent, fee-based Registered Investment Advisor (RIA) firm. Around that same time, several clients sought my assistance with tax planning and preparation, leading me to expand my practice to include those services. As my tax practice grew, I further broadened my offerings to include accounting, payroll services, and comprehensive financial planning.

I completed most of my undergraduate studies at Indiana University and earned my degree in Business Management from Brigham Young University (BYU). I also hold a Master's degree in Taxation from Taft University.

In the investment field, I hold the Series 65 license. For insurance, I am licensed in Life, Accident and Health, Property and Casualty, and Long-Term Care. In the tax profession, I am federally licensed as an Enrolled Agent (EA) and am also a National Tax Practice Institute Fellow (NTPIF). I am currently preparing for the United States Tax Court Practitioner Examination.

I joined Gunnell Financial after gaining valuable experience in commercial underwriting with Old National Bank. With approximately three years of tax experience, I earned my Enrolled Agent (EA) designation in July 2026 after successfully completing rigorous examinations and extensive study. As an EA, I provide tax planning and preparation services for both business and individual clients, helping them remain compliant while implementing strategies designed to minimize surprises during tax season.

A resident of Plainfield for more than 25 years, I graduated from Plainfield High School in 2017 and earned a Bachelor of Science degree in Economics from DePauw University in 2021.

In addition to my work at Gunnell Financial, I serve as an Aviation Officer in the Indiana Army National Guard, where I fly UH-60 Black Hawk helicopters.

I currently live in Plainfield with my fiancée, Lucy, and our two dogs. Outside of work, I enjoy spending time with family and friends and serving my community through military service.

My name is Bea Craig. My family moved to Plainfield in 2004. Because I grew up in a military family, I moved many times and was not born and raised in Indiana. It is meaningful to now have a place I can call home.

I married my husband in 1990. We have three children and currently five grandchildren.

My career has taken several directions. I trained as a medical assistant before stepping away from the workforce to be a stay-at-home mom for 17 years. During that time, I also provided childcare to support other families.

When I returned to the workforce, I transitioned into accounting as an administrative assistant. I joined Gunnell Financial in the summer of 2021, where I continued handling administrative responsibilities while training as an accounting assistant. Today, I manage payroll for clients and perform other duties that help them remain compliant.

I joined Gunnell Financial in 2024 and bring extensive experience in tax, accounting, and estate planning through my work with both accounting and law firms. In my current role, I focus primarily on quarterly payroll tax returns, individual tax return preparation, and monthly accounting services. I strive to serve clients with accuracy, efficiency, and attention to detail.

A lifelong Indiana resident, I have spent most of my life in the Plainfield area, though I lived in the Detroit metropolitan area for eight years. I graduated from Avon High School in 1988 and earned an Associate Degree in Business from Indiana State University in 1990.

My husband, Clint, and I have been married since 1994 and are proud parents of two adult children, Patrick and Elena.

Outside of work, I enjoy spending time with family, working on a variety of craft projects, and caring for our two dogs, Nelli and Lucy.