Craig has been a resident of Colorado for over 17 Years and has been successfully working with his clients as a Financial Advisor since 2007. He holds both a Series 7 Securities License and a Series 66 through LPL Financial, as well as his Insurance License. His practice centers on designing and managing personalized Asset, Retirement and Legacy Strategies for his investors. Craig also holds certification as an ACCREDITED ASSET MANAGEMENT SPECIALIST®.
Prior to becoming a LPL Financial Advisor, Craig began working in 1987 for a manufacturing company in Pennsylvania. Over a 16 year tenure with the company he held several titles in the organization including VP Sales & Marketing, President and CEO. As a successful executive, Craig had the privilege of working with other peers from various multinational firms within several different industry sectors. He draws upon his wealth of knowledge from the corporate world to better understand and service his executive and business clients with their financial needs.
Craig enjoys partaking in many outdoor activities including Fly Fishing, Shooting, Camping and Off-Roading. He is an automobile enthusiast and holds memberships with The BMW Car Club of America and The Solihull Society for Land Rover Owners. Craig is also an animal lover and enjoys the company of his two Labs when he is not diligently working for his clientele. Family is very important to Craig and he enjoys spending quality time with his mother, two adult sons and his new granddaughter.
EXECUTIVE WEALTH STRATEGIES
620 Southpointe Court, | Suite 175 | Colorado Springs, CO 80906
Office: 719.344.5294 | Fax: 719.344.5294
Executive Wealth Strategies is a separate entity from LPL Financial.