Craig is a Financial Advisor in our Mendota Heights office with 30 years of experience in the financial strategies industry, both as an investment and financial advisor in the Twin Cities area.
Craig has provided a needed Financial Service presence to both his individual and corporate clients, working in the areas of wealth and investment management for business owners and their key employees, family business buy-sell strategies, developing income plans for retirement transition as well as creating educational workshops for both the worksite and public venues. He is also knowledgeable in estate and life insurance planning to assist attaining family, business and charitable planning goals.
A graduated of Gustavus Adolphus College, Craig studied economics and political science and began his financial planning career with Waddell & Reed and worked for Priority Management, Piper Jaffray and ING Financial Partners.
Craig has spent time as a tennis teaching professional and tennis school director. His interests include golf, tennis, skiing, cooking and restoring antique wood boats.
West Des Moines, Iowa
1045 76th Street, Suite 4000
West Des Moines, IA 50266
Mendota Heights, Minnesota
2010 Centre Pointe Blvd.
Mendota Heights, MN 55120
8204 S. 109th Street
LaVista, NE 68128
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