Craig focuses on helping clients structure detailed retirement plans. By providing financial advice and guidance, he integrates a goals-based approach by bringing to light the emotional side of life's balance sheet, while also applying time-tested allocation and diversification strategies. After graduating Summa Cum Laude in Economics from South Dakota State University, Craig was in the United States Army for 4 years, before leaving as a Captain and joining the Merrill Lynch Wealth Management team in 2000.
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
