Integrity. Experience. Service.

Rooted in the deep desire to help clients create financial stability and eventually financial freedom, Craig has spent decades listening to his clients and creating customized plans for them. With a focus on personal service, Craig truly only feels he has succeeded, when his clients have.

Craig resides in Jacksonville with his wife Amy, where they raised their 3 (now adult) children. As an active member of the community, Jacksonville Public Library Trustee, Kemmerer Village Board Member, Regional Board of School Trustee, and Jacksonville Rotary Club past President and member, Craig continues to serve his community both as a financial advisor and neighbor.

In his downtime, he enjoys performing as the public address announcer for various sporting venues including at Jacksonville High School for Soccer, Football, and Basketball. Escaping the cold winters to the Florida sunshine for a few weeks, taking once in a lifetime trips with Amy, and making memories with his family.

Craig believes that financial planning is about creating the life you want to lead today while ensuring you are planning for tomorrow’s goals.