Well-versed in the technical aspects of financial planning, Craig’s expertise in utilizing technology to analyze financial issues enhances his ability to solve problems and help clients achieve their financial objectives. Cornerstones of Craig’s practice have been consistent communication with his clients and active listening, which help solidify his understanding of their goals and objectives. Craig’s clients benefit from his ability to explain and simplify complex topics.
Craig has earned the Private Wealth Advisor1 designation from Raymond James. This designation reflects his experience in managing the financial concerns of families, individuals and organizations of significant wealth, and his mastery of methods and resources necessary to support their expansive financial interests. Craig earned a bachelor’s degree in mechanical engineering from Purdue University and has a passion for ongoing education. His professional designations include CERTIFIED FINANCIAL PLANNER™ professional, Wealth Management Specialist and Investment Management Consultant**.
Craig joined Raymond James in 2000, drawn to the firm’s commitment to independence and focus on clients as individuals – a philosophy he shares. Prior to Raymond James, he worked in the cooperative education program at Rolls Royce Allison in Indianapolis. Since joining Raymond James, Craig has worked with numerous clients to address both routine and complex issues they face.
Craig is a member of the Financial Planning Association, Sigma Chi Fraternity and attends Emmanuel Church in Greenwood, IN. Craig has also served as a Den Leader for Cub Scouts and currently serves on the Board of Directors for Greenwood Christian Academy. Originally from Greenwood, he and his wife, Olivia, currently reside there with their five children. An avid golfer, Craig also enjoys basketball, long-distance running and skiing.
1Private Wealth Advisor is a designation awarded by Raymond James to financial advisors who have demonstrated mastery in anticipating and managing the expansive financial needs of high-net-worth individuals, families and organizations.
** The Investment Management Consultant title is awarded to those who complete the Raymond James Institute of Investment Management Consulting program.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, 
