Financial Education for Securities, Banking, & Insurance Professionals.
» Jarrett L. Davis Distinguished Professorship in Financial Planning Technology
Since starting his career in 1998 Craig has taken a special interest in the relationship between financial advisers utilizing technology with their clients. He has worked for PIE Technologies as a financial analyst, Lincoln Financial Advisers as a team manager and financial planner. While at Lincoln Craig participated in training insurance agents on utilizing software for estate and retirement purposes, teaching them to look beyond cash flow and into the needs of their clients.
Craig became a CFP(R) Professional in 2003 after graduating from Texas Tech University in 1998. He has volunteered extensively with the council of examinations since 2006 and became a council member in 2010. Craig has previously volunteered with the Financial Planning Association and is a member of the Academy of Financial Services. Craig's research interests include compensation conflicts in financial planning and annuity use with clients. He is currently working towards completing his dissertation to earn a Ph.D. in Financial Planning at Texas Tech University.