Craig Smith, MBA

As our estate planning and insurance planning expert, Craig Smith plays a vital role in our team. With years of experience in this field, Craig has a deep understanding of the intricacies involved in creating effective estate plans and insurance strategies. He works closely with our clients, helping them safeguard their assets, minimize tax liabilities, and ensure the smooth transfer of their wealth to future generations. Craig's attention to detail and commitment to delivering exceptional service make him a trusted advisor to our clients. With his guidance, our clients can navigate the complexities of estate and insurance planning with confidence.

Craig brings a treasure trove of knowledge from the banking world where he worked for some of the country’s largest financial institutions.  Most recently he was a Wealth Management Relationship Manager for PNC Wealth Management in Vero Beach working with wealthy families to protect and grow their assets and create legacies for the next generations.

Craig has his MBA from Arizona State University in Tempe, Arizona, and his undergraduate degree from Urbana University in Ohio where he majored in Business with an Emphasis in Accounting.

Craig has three amazing teenagers and is passionate about securing the futures of children by educating parents on the tools and strategies available to them.