Broker Check
Craig Coker

Craig Coker

Financial Advisor

Craig is married to Lanissa Coker. Craig and Lanissa reside in Midway, KY. They have three children and five grandchildren. Craig retired as a Master Sergeant from the US Army Reserves after many years active duty and reserve. Craig spent his time in the military in Special Operations. Craig served in Operation Iraqi Freedom and received a Bronze Star Medal. Craig had several businesses that he started from scratch and has a real interest in helping others in business.

Craig's prior business experience helps him understand the needs other business owner's face when trying to plan for the future. He knows there are many options available and works with his clients to tailor a financial plan that is right for them and their circumstances. Craig thinks of himself as a student and constantly reads about new products and services that are available to make sure he is as knowledgeable as possible about changes in the industry. He knows many business owners are fearful of choosing the wrong financial plan, or simply do not know all of their potential options, and finds it a privilege to help create a plan that works for them, their business, and relieves some of the anxiety.

Education and Professional Designations:
Bachelors of Science – Finance, University of Maryland University College
Chartered Financial Consultant® - ChFC®
Chartered Retirement Planning Counselor - CRPC®
Chartered Retirement Plan Specialist - CRPS®
Chartered Mutual Fund Counselor - CMFC®
Accredited Asset Management Specialist - AAMS®
Accredited Wealth Management Advisor - AWMA®