Sr. Financial Planner, CFP®, NSSA®
Craig began his career in financial services in 1990 after graduating from the University of Texas at Austin. He earned his CFP® designation in 1994. He holds the NSSA® certification, which is the industry standard for thoughtful, strategic, and expert advice regarding maximization of Social Security filings.
Craig is a Sr. Financial Planner, and is well-versed in Social Security, Medicare, and tax-minimization retirement income strategies. These areas of knowledge set us apart from the greater part of financial experts in the industry. Most importantly, we are here to help clients avoid common mistakes that can leave thousands of dollars of Social Security benefits on the table, suffer Medicare lifetime payment penalties, or pay thousands more in taxes throughout retirement.
Craig is a native Houstonian and a fourth generation Texan. He is an avid offshore fisherman, and his daughter has recently gained an affection for the sport.