Group Benefits & Retirement Plans
Craig is a financial services professional with over 17 years of experience. His focus is working with medical and dental professionals, high net-worth individuals and small businesses around the country. It is his goal to assist in the coordination of all financial aspects--retirement strategies and investment strategies, risk management, estate analysis, insurance protection, and children's education funding strategies. Prior to joining Garrison, he spent 12 years on Wall Street advising Hedge Funds and Mutual Funds on diversifying investment risk, increasing investment returns, and macro-economic trend analysis.
Craig’s objective is to access the personal, family and business goals of his clients, presenting the most appropriate products and services along the way to help achieve those goals. Craig has access to the full marketplace, assuring his client will always be presented with unbiased financial service and advice.