Qualifications

Craig has extensive experience in the estate and financial services field.  His area of focus is in retirement planning for individuals and business continuation planning, such as buy/sell agreements, 401(k), SEP and pension plans.  With more than 25 years experience in the finance industry, Craig has worked with hundreds of individuals to help protect them and their businesses and to develop investment plans to meet specific needs and goals.

 Professional Experience 

1992 - present,  Financial Advisor/Owner - Patterson Financial Services

1981 - 1992,  Registered Rep/Sales Manager (1989) - John Hancock Financial Services 

Professional Designations & Qualifications

Chartered Life Underwriter (CLU), The American College, 1992

Chartered Financial Consultant (ChFC), The American College, 1993

CERTIFIED FINANCIAL PLANNER(TM) practitioner (CFP®), 2005

Professional Honors

As one of the top 100 producer's in the John Hancock Company over the last 20 years, Craig's acheivements in the ACE Gold program, President's Club, President's Cabinet and in Signator Investors Inc., Pinnacle Club and Master's Summit, have been rewarded with trips across the country, to tropical islands, and to Denmark, Scotland, and Winter Olympics in Norway and Italy.

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck