Craig's greatest satisfaction comes from helping people feel truly confident about their financial future. He knows that behind every financial decision is something much bigger— family, dreams, hard work, and peace of mind. That’s why Craig is passionate about creating custom strategies that not only grow wealth but also protect it from the things that can quietly erode it—like taxes, inflation, and unnecessary costs.
Through a unique, personalized planning process, Craig guides his clients toward clarity and long-term financial security. He takes a big-picture, macroeconomic approach to help ensure that all of his client's financial decisions—whether it’s saving, investing, or protecting—are working in harmony towards their goals.
Craig believes in taking both an offensive and defensive approach to developing and protecting wealth. He helps his clients build maximum wealth potential while simultaneously protecting against major facets of life such as taxes, inflation, lawsuits, death and disability.
Craig has been in the financial services industry since 1997, beginning as an analyst with JP Morgan Chase. From there he spent a few years as an equity trader where the lack of intimate and long-standing client relationships led him to move to the personal planning side of finance. He joined Strategies for Wealth, an affiliate of Tempus Financial Group in 2004.
Craig graduated from Princeton University in 1997 where he was a member of the varsity lacrosse team. He won 3 NCAA National Championships and was named All-Ivy-League player. In his spare time Craig loves coaching lacrosse, playing golf and poker, and spending time with his wife and 3 children. He currently resides in Westchester County.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Financial Representative of The Guardian Life Insurance Company of America® (Guardian). CA Insurance License Number - 0I24124.