“I’ve learned so much about life from spending time with my clients over the years. They’ve become family. I take pride in personally serving them throughout the entire process; from the initial meeting, case design, implementation, reviews and phone calls to even small service requests. This level of service displays my passion for putting clients first.”
Check the background of this investment professional
“Since 1996, I’ve enjoyed working with individuals and families who are interested in organizing, preserving, and growing their personal wealth. Some clients need help simply organizing and reviewing current investments while others benefit from a detailed retirement income strategy. Whatever your needs may be, you’ll find comfort in knowing that you don’t have to do it all by yourself.
Professionally trained as a CERTIFIED FINANCIAL PLANNER™ Practitioner (CFP®), and having a formal education that includes an MBA in Finance, I am positioned to help clients wisely manage the complexities involved in simplifying their investment decisions.”
Originally from Lancaster, SC, Craig has been a resident of Charlotte, NC since 2000. Outside of work he enjoys spending time with his wife, Amy, and children Nicholas, Jonathan and Elizabeth. His hobbies include golf, travel, reading, and Crossfit.
Jump$tart Coalition for Personal Financial Literacy; volunteer
Steele Creek Athletic Association; team sponsor
Palisades Park elementary school; volunteer/donor
Palisades Country Club
American Cancer Society; volunteer/donor
Alzheimer’s Association; volunteer/donor
Diabetes Foundation; volunteer/donor
Good Shepherd Church
Million Dollar Round Table (2003-2016); Court of Table qualifier (2015-2016)
LPL Financial; Freedom Club member, 2015
Five Star Wealth Manager-The Charlotte Magazine; 2012, 2013, 2015*
Wake Forest University, Masters of Business Administration
*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of year 2012 -2015 Five Star Wealth Managers.