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.