Summit Group of Virginia
Lead Partner, Retirement Plan Consulting
As a Principal of our firm and the leader of our Retirement Plan Consulting practice, Craig provides independent advice to retirement plan fiduciaries on fiduciary governance, investment oversight, vendor evaluation, fee benchmarking, plan design, and retirement plan strategy. He works closely with retirement plan committees, executive teams, HR leaders, and employees to help organizations strengthen fiduciary processes, improve retirement readiness, and achieve better outcomes for their workforce.
As a financial consultant, he also provides individuals and families with comprehensive planning, education, and analysis to assist them in attaining their financial and retirement goals.
Craig earned a Bachelor of Business Administration in Accounting from James Madison University. Prior to joining Summit Group, he began his career as a Senior Auditor with KPMG LLP and later served as Controller for one of the largest mortgage companies in the Mid-Atlantic region.
Since joining our firm in 2007, Craig has quadrupled the scope of our retirement plan practice. He is a recognized industry leader and frequent award winner, serving as an author, speaker, and advocate in the retirement plan industry.
Our aim is to serve our clients with their best interests at heart. If you think we might be able to help you, reach out to start a conversation.
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