Craig McCormick

Wealth Advisor
CLA Bloomington

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Education

BS in Accounting, Millikin University - 2010

BS in Finance, Millikin University - 2010

Certified Public Accountant - 2018

Certified Financial Planner - 2020

Overview

Craig McCormick is a Wealth Advisor at CliftonLarsonAllen Wealth Advisors, LLC and provides financial planning services to business owners, families, and individuals. He coordinates investment management with tax, retirement, financial education, and estate planning.

Prior to joining CLA, Craig served 4 years on active duty in the United States Marine Corps. He has continued his service in the United States Marine Corps Reserve.

Upcoming speaking engagements

Resources and event materials

In the community

United States Marine Corps Reserve

Project Oz - Board Member

Red Cross Volunteer