Craig’s experience in the financial services and insurance industries originated in
1989. He spent his early years as an insurance producer providing risk management
solutions (life, disability and property/casualty insurance) to his valued clients. In 1994,
he joined Penn Mutual Life Insurance Co. as the Mid-Atlantic Regional Manager,
where his primary focus was to recruit and train independent producers as part of the
company’s Independence Financial Network. Over the years he ascended the ranks through promotions,
first as an Associate Regional Director (2001) and later as a Regional Director (2006)
of the Mid-Atlantic Region. In 2008, along with his partners, he embarked on a new
adventure and founded RHM Partners. The underpinning of this new firm was to
provide their advisors with an open architecture and more robust independent platform
to serve their clients. In 2019, as the firm continued to mature, it made sense to create
a marketing arm to promote continuity; the result was the creation of the new entity
Nexus Financial. This organization continues to provide the same services and
support as RHM Partners previously did in the independent marketplace. Craig earned
a Master of Science in Management (MSM) from The American College in 2007. He
holds CLU and LUTCF designations, as well as FINRA series 6,7,24,63 and 65 licenses.
He currently resides in Collegeville, PA with his wife Patti. Their son, Jimmy, resides in
NJ and is also in the Financial Services industry.