Craig has more than 18 years of taxation, business planning, and investment planning experience. During this time, Craig has helped a multitude of businesses and individuals seek greater profitability. The goal is to increase the client's bottom line whether through tax savings or through implementing business plans or investment plans that aid in evaluating a client's financial condition. These plans thereby reveal methods that can be put to work to streamline operations which in turn can help cut costs and/or increase revenue.
Craig earned his certified public accounting designation in 1997 and his BA from the University of Oklahoma in 1994. He is a member of both the Oklahoma Society of CPAs and the American Institute of Certified Public Accountants. Craig is a Registered Representative of LPL Financial. Craig holds series 7 securities registration with LPL Financial and series 66 securities registration with LPL Financial and Level Four Advisory Services, as well as his Life and Annuity Insurance licenses in Oklahoma and Texas.