Meet Craig
As our Senior Vice President and CERTIFIED FINANCIAL PLANNER™, Craig manages our planning department. He truly enjoys helping people who are near retirement – or recently retired – create and implement a retirement cash flow strategy. This process helps clients identify and stage their income sources in retirement.
A graduate of the University of Southern Mississippi (USM) with a bachelor’s degree in finance and an MBA, Craig also holds Series 63, Series 7, Life & Health Insurance licenses and is a CERTIFIED FINANCIAL PLANNER™ practitioner. He is active within the community and is a past president of the Baton Rouge chapter of the Financial Planning Association (FPA) and the Baton Rouge Chapter of the USM Alumni Association.
Outside of work, Craig enjoys spending time with his wife, Laura who is a teacher, and his triplets Ellie, Alex and Drew. He also enjoys his church, golfing, boating and playing and watching sports.
