After a successful career providing sales and marketing services to the medical and automotive industries, both as a regional sales director and business owner, Kraig decided to enter the financial services industry in 2007. With financial services, Kraig could bring his consulting talents and apply them to individual wealth management. To this end, he opened a successful branch office for a national brokerage firm in Cincinnati. He then moved to Freeman Heyne Toma for its client-centered philosophy built on enduring standards and professional relationships.
As former two-time All American Wrestling Champion and world traveler, Kraig understands the steadfast dedication required to remain on course to reaching one’s goals; he regularly applies this perspective when helping clients pursue their own personal goals.
“Building long term relationships is a priority for me. Only by getting to know my clients well can I help them see where they want to go in life and know how to get there.”
Degrees/Designations: Wright State University, B.A. Marketing, Accredited Investment Fiduciary® (AIF®)
Licenses and Registrations: Securities Registration Series 7 and 66, Multiple State Accident, Life, and Health Insurance