A self-described ‘stock junkie,’ Craig enjoys researching different types of investments that help his Bartlett clients reach ambitious goals. With 15 years of investment planning experience, Craig’s approach centers on educating individuals to better provide them with financial peace of mind.
Originally from Cape Town, South Africa, Craig is an avid traveler and history buff whose favorite destinations include places of deep historical significance. He is especially interested in American history.
Craig lives in Amberley Village with wife, two sons and a daughter who are actively involved in Cincinnati’s Jewish community, volunteering with the Mayerson JCC. An average weekend finds Craig and his family attending an FC Cincinnati game or eating at Tacos Locos food truck in Pleasant Ridge.
“Referrals are the highest form of appreciation there is. When someone recommends my work to a friend, colleague or loved one, nothing makes me feel better as a professional.”