Craig joined Allied Wealth Partners in June 2020, bringing with him over 27 years of experience in Business and Finance. He has a diverse background as he has worked in several industries over the years selling B2B, Directory Advertising, Internet Marketing, Market Research, Pharmaceuticals/ Healthcare and Insurance & Investments.
Craig attended Pace University at their Pleasantville/Briarcliff, campus in NY graduating in ‘93 with a Bachelor of Science degree. Shortly after college, he was hired to work for Reuben H Donnelley then Yellow Book selling yellow page advertising to local businesses. This was hard core cold calling B2B sales. This is where Craig received the training to be a very successful sales professional. He learned from some of the best in the industry!
Craig previously worked for HRA Research now known as Healthcare Research & Analytics to sell market research to pharmaceutical, biotech & medical device companies. He targeted the brand teams which he had face to face meetings with. He also partnered with agencies who had solid relationships that he could leverage. HRA is mainly known for their convention research both qualitative & quantitative but Craig also did some custom research and sold many syndicated studies.
In 2012, Craig was hired by C&A Financial an agency under Guardian. He took their aptitude tests and scored off the charts! Within the first 3 months he won the Client Builder award. Craig continued his career within the financial industry as a broker with Certified Financial Services another agency under Guardian from ‘15-'20. Craig is life, health, accident, disability, annuities and LTC insurance licensed in several states.
As a Financial Associate at AWP, Craig plans to focus his practice on working with business owners and families. He wants to help them make sound financial decisions. Craig helps his clients realize that THEY are their most valuable asset. He takes them through the process and shows them specific strategies that will help to avoid common money eroding and tax pitfalls.
Craig truly cares about every client that he works with and is dedicated to ensuring their best interests are met. As a result, his clients gain the confidence that they have properly protected themselves, their families and their future.
Craig’s mission is to educate and inspire clients to move towards an improved level of overall financial balance.
On a personal note, Craig has been happily married to his wife Jennifer since 2004. They have three beautiful children. Craig currently lives in Delaware Township, a suburban community located in Hunterdon County. In his family’s spare time they spend a lot of time with their CrossFit Community. Craig coaches and competes in competitions. He also participates in the Spartan race and received his first trifecta back in 2017. Craig and his family also love to travel and spend quality time with each other and friends. He is also an active member of the Hunterdon County Chamber of Commerce, Knights of Columbus as well as a parishioner at St. Magdalen’s Roman Catholic Church
Life, Health & LTC (Multiple States)
Pace University – Bachelors of Science