Craig’s mission in his financial planning practice is to help families align their finances with their values. He collaborates closely with them to help improve financial decision-making and investing behavior, supporting them in mitigating financial stress through a thorough planning process.
He has earned the Certified Financial Planner™ certification, long regarded as the standard of excellence in financial planning. Craig’s rigorous education, training and ethical standards help him to serve his clients’ best interests today in order to help prepare them for tomorrow. His professional background includes seven years as a financial advisor at Wells Fargo.
Craig’s distinctive family-centric approach to wealth management has allowed him to specialize in serving a select group of high-net-worth families. As your family’s CFP® professional, he develops multigenerational relationships and employs advanced planning techniques to manage, preserve and transfer wealth from one generation to the next. After getting to know your family’s circumstances and goals, he works closely with each family member to develop and implement a custom-tailored financial plan designed to strive for your family’s generational financial objectives.
Craig enables clients to make smart financial decisions for the future while maintaining the privacy of their personal financial situations. This special family-oriented planning style includes mitigating tax liabilities, planning for education expenses of younger family members, addressing estate issues before they happen, and helping navigate the intricacies of Social Security, Medicare and long-term care. This streamlined process lets families work together as a coordinated unit while avoiding awkward financial interactions and discussions that could otherwise impede generational wealth.
Originally from Bristol, Indiana, Craig is a graduate of both the University of Pittsburgh and Duquesne University.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Raymond James does not provide legal services. Please discuss these matters with the appropriate professional.