Nearly 170 years of putting customers first.
Craig serves as Sr. Director, Private Wealth Advisor, dedicating his extensive FNBO career to helping high net worth individuals, families, and not-for-profit organizations navigate complex financial decisions. Starting in the Management Trainee program, Craig built deep expertise as an equity analyst and co-manager for the Tributary Small Cap strategy before being promoted to head of portfolio strategy in 2005. His career has since spanned leadership roles across private banking, financial planning, advisory, and trust services - giving him a uniquely comprehensive perspective he brings to every client relationship.
CREDENTIALS
Craig earned his Bachelor of Science in Business Administration in Finance and Economics from Creighton University. He is a holder of the Chartered Financial Analyst® designation, and is a member of the CFA Institute. Craig holds the Series 65 license.
Craig is an active member of the CFA Society of Nebraska. His past activities include Board of Trustees for the Archdiocese of Omaha, Finance Committee for the Duchesne Academy of the Sacred Heart (DASH) and President and Executive Committee Member for Community Health Charities of Nebraska.
PASSIONS
Craig enjoys spending time with his wife and three kids. A lot of that time is spent on the on the court or in the field. Craig has a passion for youth sports and that passion shines bright either in a coaching capacity or more importantly as a parent. When Craig and his wife are not at a high school sporting event, he is an avid golfer, reader and passionately dedicated Creighton Bluejays fan.
Private Wealth Reserve Form CRS and Privacy Notice are available under the Resources tab.
“FNBO Wealth” is a brand name that refers to First National Bank of Omaha (“FNBO”) and certain of its affiliates and subsidiaries that provide or make available trust, investment, securities brokerage, investment advisory, banking, and related services.
Certain investment advisory services are provided by First National Advisers, LLC (“FNA”), with certain services provided through Private Wealth Reserve, a trade name used by First National Advisers, LLC (FNA), an SEC registered investment adviser and wholly-owned subsidiary of FNBO.
INVESTMENT PRODUCTS ARE:
NOT FDIC INSURED • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, FNBO OR ANY OF ITS SUBSIDIARIES OR AFFILIATES • MAY LOSE VALUE
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