Craig is one of the three principal financial advisors of Water Street Wealth Management. Craig meets with clients on a daily basis and selects the investments and strategies that the group recommends. He holds Series 3, 66, 7, 9 and 10 securities licenses.
His goal for each of his clients is to assist them and manage their money so they can realize their goals, be financially content in their lives and have the money they need to maintain their lifestyle. He has the ability to explain even the most complex financial subjects and ideas in a way that is easy to understand.
Craig earned a bachelor’s degree in accounting/economics and political science/history from Bethany College in Lindsborg, Kansas; an MBA from the University of Tulsa School of Business; and a Juris Doctor from the University of Tulsa School of Law.
After graduating from law school, Craig practiced law for 11 years, specializing in tax, estate and trust planning, real estate, and oil and gas law.
He transitioned to the financial services industry in 2001 and served as a regional vice president and wealth management specialist at A.G. Edwards, where he reviewed clients’ estate planning documents, tax returns and asset allocations, and offered suggestions on how to better plan their estate or tax structures.
Craig co-founded the Roth-Cooley Financial Group in 2007 and the Cooley-Wegener Financial Group in 2010, and in 2017 merged with the Lee Miller Group to form the Cooley-Wegener-Miller Financial Group.
He is a member of the Bay Area Community Foundation and Bay County Men’s Philanthropy Group. He is also an officer of his condo association and a former ruling elder at Faith Evangelical Presbyterian Church in Rochester Hills, Michigan, and an inactive member of the State Bars of both Kansas and Colorado.
Craig grew up on a farm in Leoti, Kansas, near the Colorado border. Today he lives in Bay City with his wife, Elizabeth. They have eight children: Jamieson, Raymond, Alek, Rachael, KelliAnne, Andrew, Joel and Caryn. In his free time, Craig enjoys traveling, boating and his off-and-on love affair with golf, as well as two grandchildren (and counting!).
** As Financial Advisors of Raymond James, we are not qualified to render advice on tax or legal matters. You should discuss tax or legal matters with the appropriate professional.