Nobody has a crystal ball. And it can be tough to anticipate what tomorrow brings, let alone 20, 30, or 40 years into the future. That is what Craig does for his clients. He has found, through real life experiences, that addressing longevity risk is tantamount to a successful financial plan. Additionally, by sharing what research has to say about actually being happy in retirement and applying it to his clients’ concerns, he works with his clients to ensure their happiness.
Craig’s career in the financial world spans over 21 years and has led him to achieve the LUTCF (Life Underwriter Training Council Fellow) designation through The American College. Before joining iTP Partners, Craig had stints with New York Life and Penn Mutual, two titans in the insurance world. Craig sees uniting with iTP Partners and American Portfolios as an opportunity to give his clients another level of service and a greater choice of financial products.
Craig and his wife recently celebrated 13 years of marriage and have two wonderful children…Fischer (7) and Steele (4). Craig is an avid University of Kentucky fan (graduate too!) and when he is not chasing the kids on the beach, you might find him playing golf or working out with his F3 friends.