Advisor profile


My approach

I care about what’s important to you

Your financial goals are individual, and I can help you achieve them.

I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else.

The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.

With the right financial advice, life can be brilliant.

Areas of focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Insurance
  • Investments
  • Retirement Plan Distribution
  • Family Finances
  • Retirement Income Strategies
  • Wealth Preservation Strategies
33
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CPA  Certified Public Accountant

Education

  • BA, Accounting, Pace University - Lubin School of Business, New York, NY

Interests

Craig is an avid skier and fisherman who loves spending time on the water.

Professional associations

  • American Institute of CertifiedPublic Accountants (AICPA)

Previous experience

  • Raymond James Financial Inc., 2002-2011