Broker Check
Craig McCormick, CPA, CFP®

Craig McCormick, CPA, CFP®

Partner, Senior Wealth Advisor

A native of the Midwest, Craig considers Bloomington his hometown where he resides with his wife Claire and daughter Eliana. When not in the office, Craig embraces an active lifestyle and enjoys being outdoors and spending quality family time.

Craig's passions extend beyond his family to serving the local community. He is a Reservist in the US Marine Corps and currently a Major, serving as the Operations Officer of his squadron. Craig is also chairman of the Project Oz board, and community involvement includes the Leadership McLean County Steering Committee, Bloomington Normal Young Professionals, and volunteering with the Red Cross and Midwest Food Bank.

Fun facts:

  • Craig has visited 43 U.S. states so far with a bucket list goal of all 50.
  • He's also a self-proclaimed ugly Christmas sweater aficionado, adding a new one to his collection each year!

With over 8 years of experience, Craig delivers comprehensive financial planning and asset management services tailored for individual clients and small business owners. His areas of specialty include:

  • Tax planning
  • Estate planning
  • Retirement planning

Craig's Credentials:

  • BS in Accounting and Finance - Millikin University
  • Studied abroad at University of Ulster, Northern Ireland
  • Certified Public Accountant (CPA)
  • CERTIFIED FINANCIAL PLANNER™ Professional
  • He is a member of the AICPA and holds the Series 6, 7, 63, and 65 licenses.

"At the end of the day, I enjoy serving and helping individuals by bringing my experience and knowledge to create immeasurable value in their lives. I get immense satisfaction when I can help a client feel more financially confident, lift some of life's stressors, or guide them through significant financial decisions."

His Personal Mantra:

"Integrity first. Service before self. Excellence in all we do." This is actually an Air Force mantra. Integrity is doing the right thing, always - even when no one is looking. Service before self gives the work ethic that even if you're tired, hungry and have other things you'd rather do, the mission must get done. Excellence establishes the standard - and it's a high one - for all of our efforts.