Advisor profile

Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

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


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

Professional associations

  • American Institute of CertifiedPublic Accountants (AICPA)

Previous experience

  • Raymond James Financial Inc., 2002-2011


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