PROFESSIONAL PROFILE
As a Merrill Lynch Financial Advisor, his objective is to develop long-term financial advisory relationships that are unique to each client. It is his practice to promote a systematic approach investing consistent with each client's investment goals and risk tolerance.
Through Merrill Lynch, Craig is able to provide a wide array of financial services including financial development, banking and investment portfolio management.
Prior to joining Merrill Lynch, Craig was a Property & Casualty Insurance Agent for 9 years. Craig is Series 7 & 66 registered and has his Life & Health Insurance licenses. In 2002 Craig went on to obtain his CFM designation and in 2004 obtained his CRPC, Chartered Retirement Planning Counselor designation.
Outside of Merrill Lynch Craig has served on the Board for Chuckanut Bay Athletic Association and Northwest Youth Service. In addition to his Board service, Craig has coached or managed rugby teams for Chuckanut Bay, Western Washington University, Pacific Northwest Loggers and USA Rugby Mens National Team.
Craig married his wife Jill in 1999 and in 2003 their daughter Hannah was born. They feel fortunate to have grown up in Bellingham and look forward to raising their family here.