Investment Advisor Representative
Professional Qualifications: Craig earned bachelor’s and master’s degrees from Cornerstone University and pursued further graduate studies at Michigan State University. After working internationally as a business manager for a non-profit group, in 2013 he began his career in financial planning, joining Upstream Investment Partners in 2019. Craig currently holds Series 6, 63, & 65 securities licenses and is also approved to sell life and health insurance.
Mission Statement: Craig’s passion is to develop long-term relationships with his clients, coaching and equipping them to achieve their financial dreams. His goal is to serve as a skilled, knowledgeable, and trusted advisor, partnering with families, individuals, and business owners to strengthen their financial plans and better prepare for the future.
· Financial Needs Analysis
· Wealth Management
· Retirement Preparation
· Employee Benefits Plans
· Business Succession Planning
Personal: Craig is proud to call West Michigan home. He and his wife Dorothy lived in the “Pearl of the Orient,” the Philippines, for twenty years, serving with a church development organization. Their four children were all born in Asia. The Johnsons returned to Grand Rapids in 2010. Craig and Dorothy love spending time with their children and a growing number of grandchildren. Craig enjoys walking, gardening, singing, and cheering for Michigan sports teams.