As President, MMA Securities LLC and National Practice Leader, Retirement & Wealth at Marsh & McLennan Agency, Craig works closely with the National Strategy Team to execute short- and long-term strategies to achieve business objectives and ensure operational excellence. He establishes and leads the team’s long-term business strategy, direction, and focus, while managing national-level relationships with external and internal partners. In addition, Craig works with regional leaders at MMA to ensure the retirement services and wealth management practices produce the desired results while remaining consistent with the overall strategy and mission expected at MMA.
Craig has more than seven years in financial services. He has managed retirement plans for companies in various industries and excels at providing high-quality, creative solutions. Although companies share common challenges, each situation is unique and Craig ensures his companies have solutions that fit their needs.
Craig earned his Bachelor of Science in Business/Accounting from the University of Phoenix. He completed the Executive Program in Financial Planning from the Terry Business School at the University of Georgia. He attained the Chartered Life Underwriter (CLU®) designation from The American College. Craig passed the certification exam for the Certified Plan Fiduciary Advisor (CPFA) designation from the National Association of Plan Advisors.