Well-versed in the technical aspects of financial planning and analysis, Craig's expertise in utilizing technology to analyze financial issues enhances his ability to solve problems and help clients achieve their financial objectives. A cornerstone of Craig's practice has been regularly scheduled meetings with his clients which help solidify his understanding of their goals and objectives, as well as the meaning behind them.
Craig joined Raymond James in 2000, drawn to the firm's commitment to independence and focus on clients as individuals – a philosophy he shares. Prior to Raymond James, he worked in the cooperative education program at Rolls Royce Allison in Indianapolis. Since joining Raymond James, Craig has worked with numerous clients to address routine and complex issues they face.
Craig earned a bachelor's degree in mechanical engineering from Purdue University and has a passion for ongoing education. Craig is a CERTIFIED FINANCIAL PLANNER™ professional, Wealth Management Specialist and Investment Management Consultant*.
Craig is a member of the Financial Planning Association, Sigma Chi Fraternity and attends Coffeehouse 5. Craig has also served as a Den Leader for Cub Scouts and currently serves on the Board of Greenwood Christian Academy. Originally from Greenwood, he and his wife, Olivia, currently reside there with their five children. An avid golfer, Craig also enjoys long-distance running and skiing.
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.
*The Investment Management Consultant designation is awarded to those who complete the internal Raymond James Institute of Investment Management Consulting program.
Raymond James is not affiliated with the above organizations and/or charitable causes.