Craig Moritz

Client Servicing Specialist

As a Client Servicing Specialist, Craig takes great pride in collaborating with team members to provide exceptional service to the families and individuals we serve by answering questions, processing paperwork, and efficiently completing various transactions. He enjoys helping pre-retirees transition smoothly into retirement and seeing how a comprehensive plan can help them live out their retirement vision.

Craig holds his life, health, and accident Iowa insurance licenses. He is a graduate of the University of Northern Iowa, holding a degree in Finance and Wealth Management.

Outside of work, Craig loves spending time outdoors, enjoying activities like golfing and fishing at Sun Valley Lake. As an avid sports fan, he supports the Iowa Hawkeyes and the Green Bay Packers. He also enjoys traveling and hopes to add a trip to Europe to his agenda soon.