With over 36 years of experience in managing assets for high-net-worth clients, Craig’s focus is on running an equity investment portfolio of high quality stocks. As Managing Director and Portfolio Manager, his main responsibility is to create customized investment strategies designed to help clients achieve their short- and long- term goals.
Craig employs an investment methodology that aims to enhance risk-adjusted returns and promote greater stability in client portfolios. This strategy helps to mitigate the impact of market fluctuations and alleviate clients’ potential anxiety stemming from day-to-day market shifts.
Craig understands the significance of building trusting relationships with clients and diligently works to comprehend their individual situations, anticipating necessary modifications along the way. He values the sensitivity of managing clients’ personal finances and prioritizes building confidence while ensuring complete confidentiality.
Craig earned a B.B.A. in Finance and Real Estate from Baylor University, and he holds Series 7 and 63 securities registrations. He is an active member of The Austin Stone Community Church and enjoys spending time with his family, golfing, skiing, and woodworking.
We are honored to have been named as one of Forbes Best-In-State Wealth Management Teams in 2023, 2024 and 20251. I believe this award reflects the trust our clients have placed in us over the past years.
1. 2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 – 3/31/24 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. Fee paid for use of marketing materials. 2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 – 3/31/23 (Source: Forbes.com). 2023 Forbes Best-in-State Wealth Management Teams: Awarded January 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 – 3/31/22 (Source: Forbes.com).
