Focus: Insurance Strategies, Investment Strategies
With over 30 years of experience working with family owned businesses in wealth management and transfer strategies, Craig Smith has established himself and his practice among the leaders in his profession.
Craig has served as an officer of both the state and local Association of Life Underwriters, served as Education Chair at the American Society of Financial Professionals, lectured at university and association functions throughout the Midwest, and has written columns/articles for professional journals, newspapers and magazines. He is also the founder and fellow of the "Wisconsin Family Business Forum."
Having attended Northwest Missouri State College, Craig majored in insurance and marketing studies. His professional designations include Life Underwriter Training Council Fellow (LUTCF) and Family Business Specialist Certification from the American College.
Craig and his wife reside in Waupaca, Wisconsin, and have two adult children. In his spare time, Craig enjoys skiing, scuba diving, flying and hunting.
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1977 American Drive Suite 201
Neenah, WI 54956