A collaborative approach to partnering with you
Craig offers honest and caring guidance to help clients map a realistic path toward their financial goals. He specializes in retirement planning for individuals and small businesses, and works closely with them to ensure their financial strategy aligns with their time horizon and risk tolerance. Craig genuinely cares about his clients’ success and enjoys helping them pursue their hopes and aspirations.
Before joining our team, Craig was an investment specialist with Merrill Lynch based in Lincoln, Rhode Island. He is a graduate of Susquehanna University’s Sigmund Weis School of Business.
Craig stays active in his community by volunteering with many local non-profits such as the Red Cross, Uptown Music Collective and several local animal shelters. He lives in Lewisburg, PA where he can be found out on the Buffalo Valley Rail Trail or in any one of the many beautiful parks the town has to offer.
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.
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