An industry veteran, Craig’s career began with The Equitable where he completed the Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations. In 1997, Craig formed Cypress Group, LLC, to handle the unique needs of retirement plans.
Prior to joining Strategic Retirement Partners as a Managing Director of the Mid-Atlantic regional office, Craig was a Managing Director affiliated with 401(k) Advisors where he was charged with assisting plan sponsor clients to adopt ongoing fiduciary best practices, including investment due diligence, fee benchmarking and plan compliance and design.
Craig holds the Accredited Investment Fiduciary (AIF®), Accredited Retirement Plan Consultant (ARPC), and Certified Plan Fiduciary Advisor (CPFA) certifications.
Craig was named to the 2018 Financial Times 401 Top Retirement Advisors list. The list recognizes the top financial advisors who specialize in serving defined contribution (DC) retirement plans across the US.
Craig is a graduate of William & Mary with degrees in both History and Education. He is an investment advisor representative and has passed Series 65 (Uniform Investment Adviser Law Examination) exam.
He resides in Williamsburg with his wife. They have two grown children.
What was your first job?
Lifeguard at a local apartment complex. Only three savings in two years.
What is the craziest fashion trend you ever rocked?
Long hair in the early 70s when I was in college.
If you could have dinner with anyone from history, who would it be?
Thomas Jefferson because he had so many interests and was brilliant at most of them.