A collaborative approach to partnering with you
Craig has been in the financial industry since 2008 and has seen the impact markets can have on individuals and businesses in the good times and bad. Since joining our team in 2015, he has found a passion for working directly with individual clients and businesses, and providing them honest and caring guidance to help map a realistic path toward their financial goals.
In addition to the standard licenses needed to provide investment advice, Craig has received his Accredited Asset Management Specialist® (AAMS®) and Accredited Investment Fiduciary® (AIF®) designations. Using the skills and knowledge acquired through these designations, Craig provides fiduciary oversite on all investment selection for employer-sponsored plans and discretionary strategies managed by the team.
Before joining our team here in central PA, Craig was an investment specialist with Merrill Lynch in Lincoln, Rhode Island. He received his finance degree from Susquehanna University’s Sigmund Weis School of Business.
Craig currently lives in Montoursville, PA with his wife and their three children. In his free time, Craig enjoys spending time with his family, and enjoying all the outdoor activities Central PA offers.
Raymond James is not affiliated with the above organizations and/or charitable causes.
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1000 Commerce Park Drive, Suite 402 Williamsport, PA 17701 T: 570.979.2000 | TF: 877.203.9589 F: 844.760.8221 | Map & Directions
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