With over 11 years of experience in the financial industry, Craig started in the retail/self-directed side of the business, having then spent the past five years in a compliance and trade supervision role. This well-rounded experience helps Craig have a practical view of compliance, finding solutions that meet both regulatory and financial advisor needs.
Craig graduated from Mount Mercy University with a B.A. in Finance and Management with a minor in Economics. He was involved in both the Student Government Association and Investment Club, serving as Treasurer then President of each.
Craig currently holds his 4, 7, 24, and 63 licenses and working towards his Series 66.