Craig has been serving his clients for over a decade and is a founding partner of Mergent Group. As a CFP® professional, he believes that this symbol stands out as a mark for providing the best possible financial advice for clients.
Craig came from the aviation industry, which he believes is very similar to the principles of planning since going from one place to another, especially long journeys, require detailed planning and resources so that the destination can be reached with adequate reserve.
Attention to detail, good listening skills and great empathy are symbols of appreciation by his clients. He is effectively supported by a team of specialists in the investment and administration areas whose teamwork and professionalism help him build long-term relationships with his growing client base and provide excellent customer service.
Craig is a proud recipient of Excelsior College's Bachelor of Science degree and the University of Georgia's Graduate Certificate of Financial Planning. His focus is on professional Aviators, Doctors and health practitioners, and special needs families. He is an active member of the Dallas Chapter of the Financial Planning Association, and regularly gives talks to non-profit groups such as the YMCA and AARP.
Craig has been a professional aviator for over 25 years obtaining his first license in High School, and has been a member of the Aircraft Owner's and Pilots Association since 1986. He has been passionate about aviation his entire life and if you ask will be happy to tell you about aviation. He is currently rated as an Airline Transport Pilot, and has qualified on the Boeing 737, 727, Learjet 60, and Challenger 604/605. He has operated as a Captain, and an Pilot Instructor with examiner authority (simulator) for the FAA, European, and Hong Kong aviation authorities.
Craig is happily married to his lovely wife Rene and has two great sons. Away from the business, Craig enjoys spending time outdoors with his family, flying, and participates in the Dad's club of his son's school.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP(R), CERTIFIED FINANCIAL PLANNER(TM) and the federally registered CFP (with flame logo) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.