Lead Advisor
Craig Snedden

Craig Snedden began his career at Modern Wealth Management in 2016 as a Paraplanner after previously working in the financial services industry for over 15 years helping clients get the most from their investment savings by focusing on tax strategies, investment management, and strategic financial planning. Craig’s decision to work for Modern Wealth Management came after working for several companies locally but sought to work for a company with extensive investment knowledge, well known throughout the community, and that had the same “Client First” mentality that was #1 on his priority list. “It’s nice to see how other firms conduct business and know that we do things the rights way. A lot of advisors can guide you on how to help grow your money, not many can educate you on how to withdrawal your money the most tax efficient way.”

Craig has passed the FINRA S7 exam

Craig is currently an Investment Advisor Representative and has passed his series 7, 63, 66 exams and is licensed for Life and Health insurance products. In Craig’s spare time, he enjoys spending time with his wife Jennie and 3 kids, along with coaching his son’s baseball team.

Fun Fact

I enjoy relaxing in the bleachers watching my son play Baseball!

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