With his 20 plus year career in the financial services industry, Craig’s substantial breadth of experience contributes to his deep understanding of large industry trends as well as individual clients’ needs. In his practice, Craig specializes in retirement planning, working with business owners, small to medium sized corporations as well as individuals. In particular, Craig is widely recognized for his acumen in the design of defined contribution and defined benefit plans. He also brings experience in the development of continuity and succession plans for private business owners.
Craig started his career in 1995 with First Union National Bank in the international currency division. In 1996 Craig embraced an opportunity to become a financial advisor with American Express Financial Advisors. Craig’s ascending career took him to Prudential Securities in 1999 as Manager of Financial Planning. Craig enjoyed four years at Prudential in a variety of positions including Branch Manager, Director of Training and Development, Sales Manager and District Manager, each with increasing managerial responsibility. In 2003 the three founding partners of Cornerstone Wealth invited Craig to join the firm as the fourth Senior Partner, responsible for strategic planning. The partnership elected Craig to Chief Executive Officer in 2015.
Craig has been married since 1999 and has two beautiful children. Hobbies include: running, golf, lacrosse and playing the guitar. Craig loves to stay actively involved in the community and can be seen playing classic rock guitar at local hotspots.
Craig is a member of the Financial Planning Association (FPA) and serves on the board of the Ada Jenkins Center. Additionally, he supports the Hope House, the Cornelius Animal Shelter and other local charities.