Craig is one of two principal financial advisors of Water Street Wealth Management. He meets with clients, selects, and recommends the investment strategies, which are reviewed and discussed among the advisors annually. He holds Series 3, 66, 7, 9 and 10 securities licenses as well as insurance licenses.
His objective for his clients is to manage their portfolio in a way which will help achieve their financial goals by having the money they need to maintain their current lifestyle as well as during retirement. He can explain even the most complex financial subjects and ideas in a way that is easy to understand.
*For a third year in a row Craig has been recognized by Forbes Magazine and Shook Research as a Michigan Best-in-State Wealth Advisor for 2024!
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.
He is a member of the Bay Area Community Foundation and Bay County Men’s Philanthropy Group. He is involved in his local church and is a former ruling elder at Faith Evangelical Presbyterian Church in Rochester Hills, Michigan. He is 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 four grandchildren.
*The Forbes Best-In-State Wealth Advisors 2024 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2022 to 6/30/2023 and was released on 4/3/2024. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 44,990 nominations, roughly 8,500 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info. Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.
Raymond James is not affiliated with the above organizations and/or charitable causes.