Craig is a Certified Public Accountant (CPA), a Certified Financial Planner (CFP©), and is designated as a Certified Fraud Examiner (CFE). Craig started his career with Arthur Andersen and has spent the past 21 years advising growth minded business owners and high net worth families in the areas of tax and financial planning, trust and estate planning. He holds his Series 7 and 65 securities designations as well as a Group 1 insurance license in Texas.
Craig received his Bachelor of Science in Accounting from Marquette University in 1996. He is associated with several professional organizations, including The Financial Planning Association, The American Institute of CPAs, the Dallas Estate Planning Council, Texas Society of CPAs, and the Association of Certified Fraud Examiners, as well as involved with several charitable organizations including the LinksPlayers Ministry, Strategic Impact and Dallas Theological Seminary. Craig lives in Dallas with his wife, Michelle and 2 daughters, Morgan and Cameron.