Assistant Vice President West Region
Craig joined The Pacific Financial Group in August 2017. He enjoys and excels when working with Financial Advisors, their staff, and their clientele, to build a trusted, consultative alliance, and assisting them in reaching their respective goals. He brings over fifteen years of industry experience including Lead Internal Consultant for a Turn-Key Asset Management Platform, serving as a key member of an Industry Leading FinTech product development and implementation team, and as part of the Portfolio Control team at Capital Group (American Funds) where he worked closely with top Portfolio Managers in implementing their investment convictions. He currently holds a Series 65 license. He values spending time with his family (wife and 2 boys) and enjoys coaching his boys’ sports teams.