Favorite quote: Wealth is the ability to fully experience life. –Henry David Thoreau
In addition to leading the Marshall & Sterling Wealth Advisor team, Craig works with retirees and high-net worth business owners and professionals to help plan for life beyond work. Craig takes great pride in taking a holistic approach with his clients by first gaining a thorough understanding of their personal, professional, and financial goals, as it isn’t just about the accumulation of wealth, it’s why you’ve accumulated it to begin with.
Craig is a graduate of Marist College with a degree in Business Administration and Finance, and has a Certified Financial PlannerTM (CFP®) designation from The American College of Financial Services. He holds securities registrations FINRA Series 7, 24, and 66 through LPL Financial and is licensed in Life, Accident and Health. He is licensed for securities in AR, AZ, CA, CO, CT, FL, GA, MA, MD, NC, NJ, NM, NY, PA, RI, SC, TN, TX, VA, VI, WA, WI. Craig is an Accredited Investment Fiduciary (AIF®) and Behavioral Financial Advisor (BFA™). Prior to joining Marshall & Sterling, Craig served as Vice President and Private Client Advisor for Wilmington Trust, a division of M&T Bank, where he provided comprehensive wealth advisory services to high-net worth business owners and professionals. Craig has been featured in Bank Investment Consultant magazine.
In the financial industry since 1996, Craig gets great satisfaction out of helping people make well-thought-out and educated financial decisions in support of their “why.”
When not working, Craig enjoys cooking, good wine, watching English Premier League soccer, and spending time with friends, his wife Keryl and dog Gingersnap.
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