Broker Check
Craig McCormick, CPA, CFP®

Craig McCormick, CPA, CFP®

Senior Wealth Advisor

Craig is a Certified Public Accountant and a CERTIFIED FINANCIAL PLANNER® practitioner. He has degrees in Finance and Accounting from Millikin University. He focuses on tax planning, comprehensive financial planning and asset management services for individual clients as well as small business owners.


Personal: Craig grew up moving around the Midwest but is in Bloomington again for the second time. He and his wife, Claire, reside in Bloomington with their daughter, Eliana. Craig is also a Major United States Marine Corps Reserves.


Community Involvement: Craig has a passion for being involved in the local community and trying to make our home a better place. He currently serves on the Board of Directors of Project Oz and volunteers with many other organizations. He attended Leadership McLean Country in 2019 through the Chamber of Commerce.