As a financial planner with Ironwood Wealth Management, Craig meets with and assist clients in meeting their individual goals through the implementation of financial strategies and plan development. Craig meets with clients on a routine basis to allow for customized individual planning and has experience in tax planning, retirement planning, college funding analysis, risk management assessment and charitable giving strategies. He is passionate about helping people overall and forming personal relationships with Ironwood clients.
- Graduated with a B.S. in Agricultural Business Management & Economics
- Series 65
- Currently working on ChFC accreditation
Professional Areas of Specialty:
- Strategic Retirement Distribution Planning
- Tax Minimization Strategies
- Long term care analysis
- Pension Maximization
- Social Security Analysis
- Risk Management Analysis
On a personal note, Craig developed a passion for finance while being a former business owner in the logistics industry and aims to assist in helping small business owners with their financial goals ongoing. Craig is an avid sports fan and played all sports growing up, allowing him to be a vital part of the Ironwood team approach.
Craig and his wife Beth have been married for 12 years and have four children, Ava, Brody, Kendall, and Kaia. They are heavily involved in each of the children’s interest and enjoy watching them perform whether it be on the stage in theater, volleyball courts, or soccer field.