FCSI, CIM®
Senior Wealth Advisor & Senior Portfolio Manager
With over two decades of experience in the financial industry, Craig is a dedicated wealth advisor that guides clients toward their financial aspirations with confidence and clarity. A strategic thinker with a deep understanding of market opportunities, he builds tailored wealth management solutions that align with each client’s unique needs, goals, and circumstances. Craig believes in a relationship-first approach, forging strong connections and acting as a trusted partner in all aspects of his clients’ financial lives. His commitment to personalized service includes portfolio management, financial and estate planning, insurance, and facilitating intergenerational wealth transfers.
Beyond investment management, Craig is a leader in philanthropic planning, helping clients integrate charitable giving into their long-term wealth strategies. With over 10 years of experience in this space, he specifically is uniquely positioned to assist both individual, corporate, and non-for-profit clients in making a meaningful impact on the causes they care about by integrating wealth planning within their philanthropic goals.
Outside of work, Craig values quality time with his wife, daughter, and son, especially enjoying the outdoors and skiing as a family. An advocate for an active lifestyle, he also enjoys squash, golf, and sailing to stay energized and engaged.