In 2000, I began my Edward Jones career as a financial advisor in Milwaukee. Prior to that, I worked for the Department of the Navy from 1994-2000 and was in the Naval Reserve from 1994-2004.
In 2005, I earned the AAMS™ designation. The College for Financial Planning awards the AAMS™ designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.
My spouse, Angela, and I have three children, Abigail, Pete and Amanda.
My branch office administrators, Sue and Lisa, have years of experience and are dedicated to providing you with the highest level of service possible.
I would like to help provide the answers to your questions so you can make informed, financially sound decisions. Please contact me to discuss your situation and options.
- Business Retirement Plans
- Employee Stock Options
- Retirement Income Strategies
Office Address3546 E Sivyer Ave
St Francis, WI 53235 opens in a new window
Phone NumberCraig A Lotz at (414) 383-5347
|Mon||By Appointment Only|
|Tue||By Appointment Only|
|Wed||By Appointment Only|
|Thu||By Appointment Only|
|Fri||By Appointment Only|
- Web Conferencing
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.Learn More