With an expertise managing investment portfolios, Craig and his team work with select families, privately-held businesses, and institutional clients. Whether working with a business owner through the sale or transfer of a business, helping a family explore wealth transfer strategies, or managing a disciplined portfolio for an organization, Craig works objectively to develop a strategic plan in the areas of asset management and financial planning.
Before embarking on his career as a Financial Advisor, Craig spent 11 years as Vice President and Partner of a corporate insurance and group benefits firm, and 7 years as the Managing Director of a multi-location retail furniture company.
Craig earned his bachelor’s degree in corporate finance from the Culverhouse College of Business at the University of Alabama in 1997, and his MBA concentrated in finance from Auburn University Montgomery in 2001. Craig also holds accreditations as a Certified Exit Planning Advisor, and as an Accredited Asset Management Specialist.
Craig is actively involved with his church, and has also been active in the Monday Morning Quarterback Club of Birmingham, the YMCA, Camp Chandler, Landmark’s Historical Society, and the Chamber of Commerce.
Craig lives in Birmingham with his wife Suzanne and their three children; Anna, Adele, and Trey. In his free time Craig enjoys traveling and spending time with his family and friends in the outdoors.
- 2900 Highway 280 S Ste 100 Birmingham, AL 35223-2469
- T: 205.879.0016
- F: 205.802.7339
- TF: 800.786.6445
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