Broker Check
Craig Lipniskis

Craig Lipniskis

Director of Investment Operations & Trading

Craig joined the SFG Wealth Management Team in 2020 and plays an integral role assisting with financial planning for clients. He also specializes in strategic trading and actively performs in-depth investment research on markets, funds, and equities.

Craig brings over 18 years of experience in trading, project management, and has spent the majority of his career serving clients in an advisor role.

He is securities registered and holds a BS in Finance from University of Dayton and lives in Beckett Ridge with his wife and three girls. He enjoys reading and investing in real estate.

Back to Team