Craig W. Tower, CFP®
Manager
Craig draws upon over 25 years of financial services industry experience, to bring a unique, client-centered approach to each wealth care relationship.
For the past 18 years he has concentrated on building and preserving wealth for private individuals, service industry professionals, executives and entrepreneurs, as well as individuals or groups whose decisions are motivated by their spiritual values.
When asked what he most enjoys the about his work, Craig replied, “I sincerely believe that the advice that I offer contributes to the financial security, welfare and indeed happiness of my clients and their families. What could be more fulfilling?”
Craig received his BA degree in Business Administration from Illinois Wesleyan University in 1979 and his Certified Financial Planner (CFP)® designation in 1992. The examination for the CFP® designation tested his ability to apply his financial planning knowledge to client situations. In 1993, Craig opened Old Kent Bank’s St. Charles Private Banking and Investment Center and was promoted to Vice President, becoming an NASD Registered Representative in 1994. He is currently registered with 1st Global Capital Corp., member NASD/SIPC, His activities are regulated by the National Association of Security Dealers (NASD) established to protect consumers.
In 1999 he joined Mueller Financial Services, Inc., as Manager receiving his life insurance/long-term care license in 2000.
Craig is a member of the following financial associations:
- Financial Planning Association
- Greater Chicago Society of The Institute of Certified Financial Planners
- St. Charles Chamber of Commerce - Small Business Division
Craig frequently contributes business and financial articles to area publications and is a board member of a number of local charitable and service organizations.
