In His Own Words
I began my career in 1998 working for a company that supported, advised and partnered with CPAs and other tax professionals who were wanting to help their clients have a better understanding and experience with their wealth strategies and investments. Working alongside so many tax professionals, it gave me the exposure and experience to help those individuals, families and business owners identify holistic and efficient strategies in their own portfolios.
Throughout my career, I have developed a skill as a wealth manager and financial advisor who takes time to truly know my clients not just their financial statements, but their families, their dreams, and the legacy they wish to leave behind. My greatest compliment bestowed upon me by one of my clients was that “Craig, you really care.” I do understand that every client who walks through my office brings with them a unique financial story that is shaped by years of hard work, personal sacrifice, family milestones, and future aspirations.
I was born and raised in San Antonio, and I am proud to call Texas home. I am committed to serving individuals, families, and business owners with the excellence and dedication they deserve. Based in Leander, TX, I’m a true central Texan at heart. When I’m not working, you’ll find me on the fairway, exploring a new hiking trail, or traveling with my wife. I am handy in the kitchen and love cooking. I just might share with you a jar of my legendary homemade salsa.
I founded CTM Wealth Management & Retirement Solutions, LLC because I believed something better was possible. A wealth management firm where discipline meets purpose, where strategy meets legacy, and where every client is treated not as an account, but as a relationship worth investing in for life.
I made a deliberate choice to build CTM Wealth Management & Retirement Solutions as a relationship-first practice, one that prioritizes the depth of client service over the breadth of client volume. This boutique philosophy means that every client receives my direct attention, personalized strategy, and consistent, accountable guidance from a dedicated wealth manager.
I specialize in helping pre-retirees and retirees develop viable retirement income strategies, working with Texas families to build and preserve multigenerational wealth, guiding business owners through succession planning and executive wealth strategies, and helping investors align their portfolios with impactful investing frameworks.
