Creating & Preserving Wealth for Generations

Craig is a Certified Financial Planner Practitioner™, a Certified 401(k) Professional™, an Accredited Investment Fiduciary®, and Certified Health Savings Advisor® focused on helping working individuals maneuver around the retirement landscape. Craig has been working in Financial Planning since 2013 with experience in personal finance and employer sponsored benefits.

The title Craig is most proud of is “dad” to twin daughters. In his free time, Craig is involved with the United Way Emerging Leader Society, Leadership Ontario, and sits on the board for the Estate Planning Council of Rochester.