Craig brings to Diversified Wealth Management over 40 years of Financial Service experience as an investment and financial advisor in the Twin Cities area. He has provided a needed Financial Service presence to both his individual and corporate clients- working in the areas of: wealth and investment management for business owners and their key employees; family business buy-sell strategies; developing income plans for retirement transition; creating educational workshops for both the worksite and public venues; Also, Craig is knowledgeable in estate and life insurance planning to assist in attaining family, business and charitable planning goals.
Background - Studied economics and political science at Gustavus Adolphus College. Tennis teaching professional and tennis school director. Started financial planning career with Waddell & Reed in the late 70’s; Priority Management partner, Piper Jaffray, ING Financial Partners.
Craig’s interests include golf, tennis, and skiing, cooking and restoring antique wood boats.