Craig founded PCG Wealth Advisors in 2018 because of his desire to make a difference in the lives of his clients and advisors alike. He believes that doing business should be simple and honest. With that in mind, he designed a firm for independent advisors that encourages collaboration among advisors who work together to comprise financial solutions to meet the needs of their clients. In addition, he cultivates an environment of flexibility that allows advisors to operate autonomously all while maintaining a professional culture of compliance. Craig has engaged a team of industry professionals to ensure advisors transitioning to the independent environment have the guidance and leadership they need throughout the process. PCG has partnered with industry leader, LPL Financial to allow advisors a vast array of investment options to best serve their clients ongoing and during changing market cycles.
Craig is passionate about the financial planning process and serving his clients which quickly becomes evident through his regular and consistent contact with clients, dedication to stay current on ever changing market conditions & investments and ability to draw on his experience in past market environments. Clients appreciate Craig’s tenure in the financial services industry as his experience and knowledge allow him to alleviate concerns as well as make strategic portfolio changes during any market conditions.
Craig has over 35 years of financial services industry experience. He spent much of his career with Waddell & Reed, a national broker dealer where he started as a Financial Advisor and soon after was promoted to Branch Manager before being selected as a Regional Vice President, one of only four in the country. Craig’s region was the largest in the country and was consistently the top in the country, leading in both production and assets. During his time as RVP, he trained and developed graduating college students, career changers and everyone in between into successful & productive financial advisors. As RVP, Craig witnessed a culture of people treating each other well, where experienced advisors were willing to help new advisors. Craig has instilled that culture at PCG as well as he fosters a genuinely friendly and collaborative environment. Craig has a Bachelor’s Degree in Finance from The University of Missouri. He is also a Certified Financial Planner®, which is recognized as the standard of excellence for competent & ethical personal financial planning.
Outside of work, Craig can be found traveling with his wife, Ellen, or on the golf course. He is an avid golfer, as well as a Missouri Tigers and Kansas City Chiefs fan. He also likes hanging out with his grandson, Hudson.