Multi-Generational Financial Confidence.

Meet Craig


As a Partner and Wealth Advisor, Craig knows providing investment recommendations without first understanding clients’ goals is a futile effort. After helping clients identify and prioritize their goals, he enjoys providing them with the data needed to analyze the tradeoffs in choosing the most appropriate path to reach those goals.

A graduate of Northwestern University with a bachelor’s degree in organizational behavior, his first job in the financial industry was in 2000 at the Chicago Mercantile Exchange. He worked in the commodities trading pits where trades were made face to face before trading went electronic. A veteran of the Army National Guard, Craig is proud to have served his country.

Outside of work, Craig enjoys travelling and spending time at the swimming pool with his wife Marcella and their two daughters. And though he was once an avid golfer, his game has slowed down since having kids.


Favorite Food:


Favorite movie or TV show:

Band of Brothers Series

What motivates me:


Best piece of financial advice I received:

“Never invest in something you don’t understand.” Warren Buffett

Favorite Quote:

“There are no shortcuts on the quest for perfection.” - Ben Hogan

Favorite book:

“Misbehaving: The making of Behavioral Economics” by Richard Thaler

Favorite holiday:

4th of July

Something on my bucket list:

Play golf at Augusta National

Place I’d most like to visit:

Nevis, West Indies

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