Important Notice
Your are now leaving the SkyOak Wealth website and will be entering the RAAMPS website.
Important Notice
Craig has over three decades of experience in financial services, holding the roles of Private Wealth Advisor and Managing Partner at SkyOak Wealth. His role on the investment committee reflects his extensive experience across various sectors of the capital markets including equities, fixed income, options, and alternative investments.
His financial career began as an auditor for Hilton Hotels. In 1993, he joined Edward Jones as an Investment Representative overseeing offices in West Bloomfield and Lake Orion, Michigan. His career path took a significant turn in 1995 when he joined Smith Barney where he formed a business partnership with Ken Brandt. The following year marked a key transition as they established a Registered Investment Advisor focused on serving private wealth clients.
On a personal note, Craig and his wife Jennifer have been married since July 1996 and have two adult children, Blake, 25 who graduated from Central Michigan University majoring in Entrepreneurship, and Brendan, 20 a junior studying business at Michigan State University. Craig’s personal interests include exponential technologies, golf, reading, and travel. He is a member of Abundance 360 Digital and Xponential Advantage. Demonstrating a strong commitment to the community, Craig coached youth football for many years, and he currently serves on the board of Team Joseph, a non-profit organization whose mission is to aggressively fund cutting-edge research to find a treatment or cure for Duchenne muscular dystrophy. He also has also mentored college students and was a member of the Detroit Chapter of the Entrepreneurs’ Organization for over two decades.
Spending time with family and friends, learning new things, golf and travel.
I continually aspire for excellence and I’m always looking for new and better ways to improve all aspects of my life. I am on the advisory board for Team Joseph, a charity organization seeking to find a cure for Duchenne Muscular Dystrophy. Joseph is a dear friend of my son Brendan and I aspire for a day when all terminal childhood diseases are eradicated.
Spicy foods, exponential technology, podcasts and wine.
My best friend since kindergarten and I share the same birthday, our parents have the same wedding anniversary, we roomed together all four years at CMU and both majored in finance. Following graduation, we both joined the same firm and had exactly the same score on the series 7 securities exam.
.svg){kind=icon}