Craig’s mission is to empower his clients with confidence by bringing relevant concepts and ideas to the forefront. He believes that every aspect of their lives, including sleep and overall well-being, is just as important as their asset allocation. By leveraging his internal resources at RBC Wealth Management and his external network of professional services, Craig creates a full circle of support around his clients’ wealth. This approach helps to confirm that each component of their financial lives is aligned with their unique goals and objectives.
Craig’s expertise spans a wide range of client needs, from individuals and families with complex wealth management requirements to those seeking personalized attention and guidance. He is committed to providing dedicated service to all his clients, regardless of their wealth or background. Craig’s philosophy is centered around building strong relationships with his clients, working closely with them to understand their distinct needs and priorities.
With a career spanning over two decades, Craig has developed a deep understanding of the financial services industry. He began his journey in wealth management in 1997 at Merrill Lynch, driven by his passion for the markets and complex strategies associated with family wealth. Over the years, Craig has worked with clients across various wealth levels, gaining valuable insights into their unique challenges and opportunities. His experience extends to taxation, wealth transfer, philanthropy and generational wealth discussions, among other areas.
In 2025, Craig joined RBC Wealth Management, attracted by the firm’s disciplined and focused approach to client needs. He was impressed by the investment platform, subject matter specialists and dedication to clients, which aligned with his own values and commitment to excellent service.
Craig holds a bachelor’s degree in economics and a minor in finance from Texas A&M University, as well as an MBA in finance from the University of Houston, C.T. Bauer College of Business. He is also a member of the Texas A&M Lettermen’s Association.
