Craig earned a Bachelor of Arts degree in Public Policy with a minor in Economics from The College of William and Mary. Craig's background in baseball taught him the importance of teamwork, winning, and achieving successful outcomes. He is dedicated to living his best life and helping others attain financial health that will benefit generations to come. Craig is passionate about continually expanding his financial planning knowledge and expertise to better serve his clients, who have entrusted him with their financial needs.
Craig spent three years advising for Northwestern Mutual before relocating from Richmond, VA to Boca Raton, FL in January 2020. He takes pleasure in scuba diving regularly and is thrilled to serve clients across 30 states and expanding. In his leisure time, Craig delights in spending time with his lively Labrador Retriever, Leo, working on improving his golf game, and discovering the ocean.
At Craig's practice, financial planning conversations do not commence with your finances, but rather your life, family, priorities, and goals. Having a comprehensive understanding of your unique perspective, his team can customize a plan that incorporates multiple strategies tailored to your objectives.
Service location:
Remotely
Service Reviews
5.0
11 reviews
Service as described
5.0
Communication
5.0
Punctuality
5.0
JP
Jennifer P.
Collaborating with Craig has been absolutely outstanding. He excels in elucidating the process and the components involved in financial planning.
January 20, 2023
DM
David M.
Having been acquainted with Craig for a considerable duration, I appreciate his team's remarkable efforts in not just devising my short, mid, and long term objectives. They have also displayed their agility in providing prompt solutions whenever hurdles came our way. I have full faith in Craig's competency to manage my financial welfare and eagerly anticipate maintaining our association.
January 11, 2023
CM
Christopher M.
Craig provides an exceptional level of service that is both proactive and thoughtful, setting him apart from others in his profession. He made an effort to familiarize himself with my needs, giving me full confidence in his ability to assist me in achieving my financial objectives. Furthermore, he is not only friendly and pleasant to work with, but also maintains excellent communication throughout the process.
January 11, 2023
HN
Heather N.
Craig has been an exceptional advisor for me and my family. I have had the privilege of seeking counsel from him since 2017 and have referred several friends to him. His knowledge in wealth planning is unmatched, and I cannot speak highly enough of him.
January 11, 2023
MJ
Matthew J.
Craig's level of expertise is truly unparalleled! With his comprehensive understanding, mindful attention to particulars and remarkable efficiency, he provides the most outstanding financial planning services that cater to all types of situations.
