Lead Partner, Retirement Plan Consulting
As a Principal of our firm and the leader of Summit Group 401(k) Consulting, Craig provides independent advice to organizations in order to minimize their fiduciary liability and maximize employee success. As a financial consultant, he also provides individuals and retirement plan participants with comprehensive planning, education and analysis to assist them in attaining their financial and retirement goals.
After graduating from James Madison University, he earned his Certified Public Accountant (CPA) designation with KPMG LLP and went on to serve as the 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.
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