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Craig serves as President of Private Wealth Reserve within FNBO Wealth, bringing decades of experience across investment management and wealth advisory roles. His FNBO career began with the Management Trainee program and includes serving on the investment team as an equity analyst and co-manager for the Tributary Small Cap strategy. In 2005, Craig was promoted to head of portfolio strategy where he oversaw a team of investment officers responsible for the management of high net worth family relationships, as well as not-for-profit customers. In 2008, he transitioned out of the investment management team into a Private Client Advisor role. Since 2014, he has served in various leadership capacities including private banking, financial planning, advisory and trust services team members. 

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 Series 7 & 66 Securities licenses.

He is an active member of the CFA Society of Nebraska, and executive committee member of the Mount Michael Benedictine Booster Club. 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. 

Trust and related services are provided by FNBO, a national bank with trust powers.  

Certain trust and related services are also provided by FNN Trust Company, a South Dakota state-chartered trust company and wholly-owned subsidiary of FNBO. FNN Trust Company does not offer depository, lending, or other banking products, and is not FDIC insured. 

“First Investments & Planning” refers to a division of FNBO that makes available third-party brokerage and investment advisory products and related services on bank premises. Brokerage services are offered through Raymond James Financial Services, Inc. (“RJFS”), a registered broker-dealer. Member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. (“RJFSA”), a registered investment adviser. Insurance products are offered through RJFS, Raymond James Insurance Group, Inc. (“RJIG”), and their affiliates. Registered representatives of RJFS and investment adviser representatives of RJFSA offer products and services using the name First Investments & Planning and may also be employees of FNBO. These products and services are being offered through RJFS, RJFSA, RJIG, or their affiliates, which are separate entities from, and not affiliated with, FNBO or any of its subsidiaries or affiliates. FNBO is not registered as a broker-dealer or investment adviser.  

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. 

Deposit products, such as checking, savings, and money market accounts, and lending, credit, and related products are offered by FNBO. Member FDIC. Equal Housing Lender.

Only deposit products are FDIC insured.

*Trust services are provided by First National Bank of Omaha.  

*Lending products and related services are provided by First National Bank of Omaha. Member FDIC 

INVESTMENT AND INSURANCE 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

FNBO, its affiliates, and subsidiaries do not provide legal or tax advice.

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FNBO is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer.

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Only deposit products are FDIC insured.

 Investment Products are: NOT FDIC INSURED • NOT A DEPOSIT OR OTHER OBLIGATION OF THE BANK • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT GUARANTEED BY THE BANK • MAY LOSE VALUE