Steven R. Craig began his career in financial services in 1983 and founded his first company, Craig and Associates, in 1991. He began working in the community bank BOLI market in 2001.

Steve's has a long history of work with owners of closely held companies and financial institutions.

He has published numerous articles in the trade press and taught classes for CPAs and financial planners on a wide variety of topics including non-qualified executive retirement plans, such as deferred compensation and SERPs.  He has developed a reputation for working collaboratively with attorneys and CPAs and CFOs on behalf of their clients and companies on complex matters.

His professional education includes a Master of Science in Financial Services degree from the American College in Bryn Mawr, PA and he holds the Chartered Financial Consultant and Chartered Life Underwriter professional designations.

Steve has long been active in the financial services industry. He is past president of the San Fernando Valley Society of Financial Professionals and NAIFA San Fernando Valley (National Association of Insurance and Financial Advisors.) In the community at large, he is past president of the Van Nuys Rotary Club and has served on the board of a variety of non-profit organizations.