Broker Check
Craig A. Smith, LUTCF

Craig is our CEO and has over 40 years of experience in working with people to discover their unique goals and help them find the strategies and products to achieve them.

In those years he has devoted much of this time to his industry, his clients and community in efforts to grow awareness of resources available to business and families. He introduced the concept of family owned business as a special need group to the University of Wisconsin Oshkosh, School of Business. Craig is a “Fellow” of the Wisconsin Family Business Forum and has been a speaker and lecturer at education groups and associations throughout the Midwest.

Craig has been a President of his local school board, scoutmaster, and has been a Lifetime member of the MDRT ( Million Dollar Round Table ) as well as Foundation Knight for his contributions. He has also been a  MDRT “Top of the Table” qualifier in 2006 and has served in various chairs of state and local associations of financial professionals.

He is registered with the Financial Industry Regulatory Authority as a Series 7 ( general securities representative ) and series 63 ( NASA uniform state law exam USASLE ).

Craig is married to his wife Cathy of 45 years. They have two children and two grand-children. Craig is an outdoorsman. He and Cathy enjoy travelling extensively with family and friends.

Education And Professional Background

  • Insurance and Marketing Studies
    Northwest Missouri State College
  • Life Underwriter Training Council "Fellow"  (LUTCF) designation
  • Completed the Family Business Specialist Courses at 
    American College, Bryn Mawr, Pennsylvania (February 7, 1997)