Craig is a Summa Cum Laude graduate of Southwest Baptist University, where he also completed his graduate studies and served on staff as an admissions advisor. Helping families through the college admissions process gave him an up-close look at the importance of advance planning in preparing for the financial requirements of higher education.

Craig believes the SFC team approach is a critical component in his efforts to build long-term, meaningful relationships with his clients. He experienced that difference for himself as a client before joining the SFC team. Craig firmly believes the client-centric, educational process the SFC team utilizes is the best approach for helping families and business owners reach beyond their financial dreams. 

An active young professional and life-long Springfield resident, Craig is involved in many community affairs and is an active member of Ridgecrest Baptist Church. In his spare time, he enjoys spending time with his wife, son, and daughter, performing as a musician, golfing, hunting, and exploring places off the beaten path as he travels with his family. Craig has been recognized as a 2015 recipient of the 40 under 40 award from the Springfield Business Journal, along with consistently qualifying as a member of the Million Dollar Round Table, NAIFA Quality Award, and recognitions for excellence from Strategic Financial Concepts, Inc. 

Craig is registered for securities in MO, KS, GA, FL, MA, AR, OH, and ID,  for investment advisory in MO, KS, AL, FL, NC, TX, AR, OH and WI and licensed to sell insurance and annuity products in MO, MA, KS, OH, and AR.

Our innovative team approach allows Strategic Financial Concepts to offer a full range of financial services and to explore concepts proven to make a difference in today’s ever-changing economic environments.

STRATEGIC INVESTMENT PLANS 
Portfolio Analysis 
Asset Allocation 
Asset Management Analysis 
Fee Based Management 
Tax Reduction Strategies

STRATEGIC FINANCIAL PRODUCTS 
We offer a full range of investment and insurance products available in the marketplace, including agreements with over 200 management firms and insurers.

STRATEGIC BUSINESS PLANS 
Business / Farm / Practice Succession Strategies 
Qualified Retirement Plans 
Family Transfer Issues 
Agreement Funding Strategies 
Coordinated Legal Document Preparation

STRATEGIC ESTATE PLANS 
Gift and Estate Tax Strategies 
Multi-generational Planning 
Asset Valuation Discount Techniques 
Remainder Interest Transactions 
IRA / Qualified Plan Distribution Strategies 
Charitable Planning 
Asset Protection Plans

We do not offer tax and/or legal advice.  Tax and estate planning services provided in conjunction with your licensed tax and legal professionals. 

For advice specific to your situation, please consult the appropriate financial professional.