CPA, CPFA®
Summit Group 401(k) Consulting, an Alera Group Company
As the Lead Partner of Summit Group 401(k) Consulting, an Alera Group Company, Craig provides independent advice to plan fiduciaries and their employees in order to achieve prudent investment management, proper fiduciary oversight, forward-thinking plan design, and overall employee success.
He is a frequent author, speaker, and advocate in the retirement plan industry. He has served on multiple industry-advisory boards across the country, and continues to volunteer as an industry delegate on Capitol Hill, meeting with lawmakers to help advocate for retirement plans and the hardworking employees that rely on them. Craig is a graduate of James Madison University where he earned a B.B.A. in Accounting, beginning his career as a senior auditor with KPMG LLP and as the Controller for one of the largest mortgage companies in the mid-Atlantic.
Craig and his team work most effectively mid- and large-sized organizations of all industries, collaboratively assisting them in evolving their retirement plans into a top-tier benefit and improving the financial wellness of their employees.
summitgroup401k.com
757.499.8300
Virginia Beach, VA
Client Plans: 100+
Participants: 15,000+
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