Simplified Financial Advice.

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.