Meet The Team

For over 25 years Craig has been a Top Performer in establishing, broadening, and deepening business relationships.  He has a relentless desire to help Financial Advisors enhance their client experience, gain greater control of their business, maximize value, and accelerate growth.  He enjoys recruiting for the large national wirehouses and regional firms, as well as helping advisors make the jump to independence.  Ultimately, he strives to find the best solution and best fit for each Advisor when they are making a transition.

Craig enjoys a busy work life.  He lives in beautiful Carlsbad, CA. He and his two teenage children like to take advantage of all the great activities that Southern California has to offer – including the beach, playing tennis and golf, and skiing in the Winter.