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.