Meet Craig
After twenty years in public accounting, Craig's move to financial planning was driven by his desire to serve people proactively. Twenty-two years ago Craig was a founding member of SMFG Wealth Advisors. He has two passions at SFMG:
- Guiding clients to reach financial goals and lead successful lives
- Helping colleagues grow into the next generations of leaders at SFMG
Craig says he will always remember a conversation he had with one of the other partners, “It’s not about us anymore. Now we have responsibility to others in the firm.”
Though his family calls Dallas home, Craig has always found beauty and joy in the Texas Hill Country—especially on the golf course. What began as the perfect getaway to spend time with his wife, Pam, and their two grown children, Drew and Megan, also captured the hearts of his colleagues. Craig's fellow directors didn't understand the draw of country-life, so he invited them for a weekend of power tools, chain saws, burn piles. After working up a sweat, they took a float in the creek to cool off. After that weekend, they understood. The directors now call his slice of paradise "Man Camp."
Professional History
Associations
- Metrocrest Hospital Authority - Board Chairman
- UT Austin McCombs Wealth Management Advisory Board
- Carrollton Farmers Branch ISD - Mentor
Education
- The University of Texas at Austin McCombs School of Business - BBA
Experience
- SFMG Wealth Advisors - Managing Director
- Carroll Caton & Greenway, P.C. - Shareholder
Areas of Focus
- Financial Planning
- Tax Planning
- Investment Management
Q & A
Words to Live By
"People don't care how much you know, until they know how much you care."
-Theodore Roosevelt
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