Kraig is a Registered Financial Consultant and a Chartered Retirement Planning Counselor. He has been licensed in the financial services industry for over 27 years. He is a member of the Financial Services Institute, a member of the International Association of Registered Financial Consultants, a graduate of the College for Financial Planning and a member of the City of Tulsa Sales Tax Overview Committee. Kraig and his wife Marcy have two married sons and two grandchildren. They are members of Asbury United Methodist Church and contribute their time and resources to various charities & ministries.
Licenses, Designations & Memberships:
Licenses, Designations & Memberships Series 6, 7 and 63 held with LPL Financial. Series 65 held with Drawbridge Capital. Life, Accident & Health, Variable Annuity Insurance Licenses CRPC, LUTC, Financial Services Institute, International Fellowship of Christian Business Men.
The first thing you can expect is a conversation about where you are and where you would like to be. We create a personal financial plan based upon your goals that will be our guide going forward. A financial plan is not a one-time event; it's an ongoing interactive process between you and us. We will revisit your personal financial plan on a regular basis to discuss any needed adjustments.
As a fee-based investment planner I am financially vested in optimum client performance. In other words, I have an inherent interest in seeing my client's assets grow as our relationship evolves. If you win, I win. It's that simple. In addition to your account statements, communication with us includes access to your account information online anytime, as well as regular contact from us on a schedule that you prefer. My team strives to deliver an overall experience that is focused on you, our client.