In addition to leading the Marshall & Sterling Wealth Advisor team, Craig works with retirees and high-net worth business owners and professionals to help plan for life beyond work. Craig takes great pride in taking a holistic approach with his clients by first gaining a thorough understanding of their personal, professional, and financial goals, as it isn’t just about the accumulation of wealth, it’s why you’ve accumulated it to begin with. Craig is a graduate of Marist College with a degree in Business Administration and Finance, and has a Certified Financial PlannerTM (CFP®) designation from The American College of Financial Services. He holds securities registrations FINRA Series 7, 24,