Craig A. Moddelmog Sr. is the financial quarterback for all Cornerstone Wealth Management clients, and executes a finely tuned process for creating a personalized strategy designed to integrate all of the pieces of your financial life. Craig’s commitment to taking the time to fully understand who you are and what matters most to you allows him to deliver strategies intended to move in lockstep with your investment needs.
Craig’s experience and expertise allow him to assist clients with wealth accumulation, wealth preservation, and wealth transfer strategies through a disciplined wealth management process. This process encompasses asset allocation, client portfolio management, retirement planning, liability management, tax minimization and asset protection.
Craig began his career in the financial services industry in 1993. Craig earned his B.S. from the University of Northern Colorado in 1991, and received a Masters of Arts from The University of Northern Colorado in 1992. Craig is a Registered Investment Advisor, holds several securities registrations through Private Client Services including the series 7, 63, 65, 24, 9 & 10, and is a Chartered Retirement Planning Consultant, CRPC®. He also holds a Colorado Insurance license.