Craig is an experienced financial professional who joined Anchor Wealth Management in February of 2023. With over a decade of experience in the financial service industry, Craig brings a wealth of knowledge and expertise to his role.
Prior to joining Anchor Wealth Management, Craig worked as an Assistant Portfolio Manager for a RIA based out of Indianapolis, IN where he gained extensive knowledge and analytical skills to create tailored investment strategies that align with each client’s unique goals and risk tolerance. Craig’s dedication to providing exceptional service and his commitment to helping clients pursue their financial goals quickly earned him a reputation as a trusted advisor.
Craig holds a bachelor’s degree in Finance from Butler University. He resides in Palm Desert, CA with his wife Jackie. In his free time, Craig enjoys playing golf, traveling, and cheering on his beloved Butler Bulldogs.
Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, LLC, a Registered Investment Advisor. WCG Wealth Advisors, LLC and Anchor Wealth Management Group, LLC are separate entities from LPL Financial.