Craig is a Co-Founder of Proactive Wealth Strategies, LLC. He has been practicing financial planning for more than 25 years and specializes in helping people who are either retired or nearing retirement. Craig is recognized as being especially knowledgeable on topics relating to tax strategies for retirement and investment management, as well as developing estate planning strategies to optimize wealth transfer.
Craig is an Investment Advisor Representative and a Registered Principal with LPL Financial, and he has a Series 7, 24, 63, 66 Securities registrations held at LPL Financial, as well as having his state Life and Health Insurance license.
Craig brings an abundance of emotional management experience to the Proactive Wealth Strategies team. He has over 20 years of experience in understanding what his clients wants and needs are and is able to communicate with them in a way that is easy to understand.
In 2018 Craig was recognized by LPL to join their Director’s Club (Based on annual production). As someone who was born in Sandy Springs, he along with his wife, Tracy decided to move back to Sandy Springs in 2000 where they now reside with their two kids.