Craig is also a financial consultant and provides individuals, retirees, and retirement plan participants with comprehensive planning, education, and analysis in an effort to assist them in attaining their financial and retirement goals.

He is a frequent author, speaker, and advocate in the retirement plan industry. He has served on multiple industry-advisory boards across the country, including the Steering Committee for the retirement plan industry’s largest national convention.  He also continues to volunteer as an industry delegate on Capitol Hill, meeting with lawmakers to help advocate for retirement plans and the hardworking employees that rely on them.

Craig is a graduate of James Madison University where he earned a B.B.A. in Accounting. Prior to joining our firm, he began his career as a senior auditor with KPMG LLP and served as the Controller for one of the largest mortgage companies in the mid-Atlantic region.

Recent Accolades:

• “2023 Top Retirement Plan Adviser” – PLANADVISER
• “Top 401 Retirement Plan Advisors” – The Financial Times
• “Top Forty Under 40” – Inside Business: Hampton Roads Business Journal
• “Top 50 Plan Advisors Under 40” in the U.S. – National Association of Plan Advisors

Licenses/Credentials:

• CPA, Certified Public Accountant designation (Virginia)
• CPFA, Certified Plan Fiduciary Advisor designation
• SEC Registered Investment Advisor Representative
• FINRA Series 6, 7, 63 and 65 securities registrations
• Life, Health and Variable Annuity License

Lieren is a graduate of the University of Arizona where she earned a B.A. in Finance. Her previous roles include serving as Operations Manager of a specialized wealth management firm, as well as Portfolio Manager with SunTrust Bank.

Licenses/Credentials:

• CFP®, CERTIFIED FINANCIAL PLANNER^TM Professional
• CPFA, Certified Plan Fiduciary Advisor designation
• FINRA Series 7, 63, and 65 securities registrations
• SEC Registered Investment Advisor Representative
• Retirement Plan Fundamentals (RPF) certificate – American Society of Pension Professionals and Actuaries (ASPPA)

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Sarah is a graduate of the University of Virginia where she earned a B.A. in History. After college, she spent several years working as an assistant registrar for a private university in Richmond, VA before moving back home to Hampton Roads and beginning her career in the financial services industry.

Certifications:

• Retirement Plan Fundamentals (RPF) certificate – American Society of Pension Professionals and Actuaries (ASPPA)

Colin is a graduate of Liberty University where he earned a B.S. in Accounting. Prior to joining Summit Group, Colin served as a Senior Associate with KPMG LLP and as a Senior Accountant with Harbor Group.

Licenses/Credentials:

• CPA, Certified Public Accountant (Virginia)
• CPFA, Certified Plan Fiduciary Advisor designation
• FINRA Series 65 securities registration
• SEC Registered Investment Advisor Representative
• Retirement Plan Fundamentals (RPF) certificate – American Society of Pension Professionals and Actuaries (ASPPA)