About My Practice
Trisperity helps individuals, families and businesses protect, grow and give financial wealth through financial planning, investment management, retirement planning, risk management, estate planning and tax planning.
People hire us when they want independent and objective advice from a firm with a CERTIFIED FINANCIAL PLANNER™, and tax and business professionals that are not associated with a Wall Street brokerage firm, bank, insurance company, broker/dealer or any other financial entity.
Craig earned his Chemical Engineering degree from the University of Oklahoma in 1983. After his last position in the energy industry as U.S. E&P planning manager for Mobil Oil, he passed the exams of the Certified Financial Planner Board of Standards in 2001 and started a financial advisory firm. Today, Trisperity handles the financial affairs of families and businesses located in 10 states and 5 different countries.
Craig is a member of the national Financial Planning Association, was voted “Best Financial Advisor” in the 2007 Katy Sun Reader’s Choice Awards, and was named a “Five Star: Best in Client Satisfaction Wealth Manager” in the Houston area for 2009, 2010, 2012 and just recently again in 2013 (as published in TexasMonthly magazine).
He has been active in the community through service with the Katy Area Chamber of Commerce, Katy Area Economic Development Council, Katy ISD, Junior Achievement program, Boy Scout Troop 584, Seven Lakes High bands, Epiphany of the Lord church, and various youth sports.
Registrations, Licenses, Certifications & Affiliations
Life insurance, Health/disability insurance
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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