cmoncey@investment-planners.com
Professional Profile
Craig is an advisor at Investment Planners, Inc. in Quincy, IL. For nearly 18 years, his focus has been on helping individual clients and their professional advisors implement financial planning strategies. Prior to joining the Investment Planners, Inc. team, Craig helped identify potential risk management situations, designed contemporary solutions, and participated in joint meetings with advisors’ clients and their other professional advisors at Brokerage Unlimited, Inc., in St. Louis, MO.
Education
University of Missouri, Columbia, MO
BS Personal Financial Planning
American College, Bryn Mawr, PA
Chartered Financial Consultant
Craig graduated from the University of Missouri, Columbia with an undergraduate degree in Personal Financial Planning, and obtained the Chartered Financial Consultant (ChFC) designation from the American College. Craig is a Past President for the Greater St. Louis Financial Planning Association (FPA), and a past President for the St. Louis Chapter of the Society of Financial Service Professionals (SFSP).
Craig lives in Quincy with his wife, Dawn, and daughter, McKenna. Craig is the Vice President of the Quincy Bike Club, Vice President of the Friends of the Trails, a board member of the Quincy Noon Kiwanis Club, board member of the North Side Businessman’s Association, committee member of the Salvation Army Finance Committee, and a Quincy Chamber of Commerce Ambassador. He is an avid cyclist and participates in duathlons and triathlons each year.