Email: firstname.lastname@example.org | Phone: (877) 257-3840 ext560 | Linkedin
Craig is Dynamic’s Chief Operating Officer, responsible for the development and execution of the firm’s advisory platform, service and investment management. He has industry experience at custodians, turn-key asset management providers and RIAs. Craig also has extensive experiences as a business owner, practice manager, wealth advisor, and business consultant.
Craig began his financial industry career in 1987 as 401k educator. Securities and insurance licensed since 1991, he brings a broad range of experience to Dynamic Wealth Advisors, including previous roles as a financial planner, institutional trader and trading manager, branch manager, RIA owner and operator, compliance and audit officer, and chief operating officer and president.
In addition to his financial industry experience, Craig is an accomplished public speaker, published author, guest columnist and community volunteer. His volunteer efforts have focused on business leadership associations, advising non-profit boards and coaching high school hockey.