Craig is part of a wealth advisory team primarily for a select group of successful professionals and business owners who, among other things, seek a work optional lifestyle. We’ve developed and refined a process to make sure your life’s journey has you on course to your chosen destinations. We call it the Compass FORMula.

In practice since 1986, Craig became a CERTIFIED FINANCIAL PLANNER™ professional in 1991 and the Investment Management Consultant certification* from Raymond James in 2008. Craig’s goal is to provide creative solutions to his clients’ challenges. Financial Planning is similar to the rock climbing he enjoys…when putting protection into the rock face as you climb, you always ask the question, “how can this fail?”. You need to make sure you’ve done what you can to make the journey as safe as possible given the level of risk the climb presents.

When not helping clients’ navigate their journey, Craig enjoys life with his wife, Helen, and their two adult children (and families), running, biking, kayaking and still occasionally rock climbing. He is privileged to be involved with RAMP (Regional Access & Mobilization Project, Inc.) as a board member in Rockford, IL. He is also a supporter of World Vision. Craig is a 1979 graduate of Luther College in Decorah, IA.