ou never stop learning in the wealth management industry. We are always trying to find new and better solutions for our clients.
Craig has been in the financial services industry for over 22 years and has gained experience in various roles with national companies. He is responsible for managing DAI Securities, LLC and leads the team that performs due diligence on investment products that Discipline Advisors offers.
Craig is a graduate of Auburn University with a Bachelor of Science in Business Administration with a major in Finance. He is a Chartered Alternative Investment Analyst (CAIA) and holds Series 6, 7, 24, 55, and 63. Craig is a member of the Alternative & Direct Investment Securities Association (ADISA) and previously served on the board. He is a member of the Atlanta Chapter of Chartered Alternative Investment Analyst Association (CAIA). He also volunteers for several organizations including Habitat for Humanity, Third Lens and Trees Atlanta.
In his spare time, Craig enjoys golfing, fishing and skiing and follows Auburn football.
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