Craig is One of AdvisorHubs 250 Advisors to Watch Under $1B in 2025

This national recognition highlights advisors who represent efficient and productive teams that have achieved scale without compromising their level of service while maintaining healthy growth in 2025.

^{Nominees are required to have a minimum of seven years experience, $100m minimum AUM, and a clean regulatory record. Using data on assets, households, and production, advisors are ranked on three categories: scale, growth, and professionalism. The list is broken into several sublists: RIAs (fee-only), Over $1b, Under $1b, Next Gen, Women, Solo, and Fast-Growing. Please note that participation in this ranking is free, and AdvisorHub receives no compensation from the participating advisors.}

See the List

Craft a Financial Plan for Life's Transitions With Thrivepoint Financial.

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Welcome to
Thrivepoint Financial

Every individual’s financial situation is unique, requiring tailored strategies to help achieve their goals. We leverage a variety of tools to help you grow and protect your wealth, including:

Comprehensive Financial Plans
Professionally Managed Investment Accounts
Life, Disability, and Long-Term Care Insurance
Employer-Sponsored Retirement Plans (401(k), 403(b), SIMPLE IRA,
SEP IRA)
Business Succession Plans
Guaranteed Retirement Income (Guarantees are based on the claims-paying ability of the issuing insurance company)

Whether you need minor adjustments or a complete overhaul of your financial plan, Thrivepoint Financial is here to guide you through every decision.

Contact us today to schedule a consultation and take the first step toward planning for your financial future.

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Continue Your Financial Journey With Professional Guidance.

Develop a dynamic wealth management plan and focus retirement goals with the help of your financial advisor at Thrivepoint Financial.

Education Planning
From cash flow planning, to tax savings, and appealing financial aid, many families have enlisted our help to make education planning more time efficient.
Retirement Planning
Many people dream about their retired life and we take pride in turning those aspirations into reality. Every family is unique therefore, we customize all our financial plans with your specific goals and ambitions at the forefront.
Senior Care
Once financial independence is achieved; we commonly find that the focus shifts to quality-of-life concerns. We help our clients examine their options regarding healthcare, independent living, and assist in thinking through who should take care of your finances if you are no longer able to do so.
Legacy Planning
Together with a trusted network of estate planning professionals, we help lead the estate process to help ensure accuracy and advocate for what is important to you.