Craig has been with Montridge since 2003, filling several important roles over the years. He is experienced in working with service providers and clients in the areas of mutual and segregated funds, financial planning, employee benefits and retirement plans, and individual insurance.
As an associate advisor, Craig specializes in helping employers design specialized employee retirement and savings plans for their employees. He also works with individual clients of the firm and helps them prioritize personal risk management solutions.
Craig is currently working towards his RPA (Retirement Plans Associate) designation and is a member of the International Society of Certified Employee Benefit Specialists. Outside of work you will find him on a disc golf course or hiking the great outdoors, playing guitar, and cooking up new recipes for his family whenever he can.