Craig Severin Sr. Financial Planner, CFP®, NSSA®

Office: 832-730-1350

Craig began his career in financial services in 1990 after graduating from the University of Texas at Austin. He earned his CFP® designation in 1994. He holds the NSSA® certification, which is the industry standard for thoughtful, strategic and expert advice regarding maximization of Social Security filings.

Craig is a Sr. Financial Planner, and is well-versed in Social Security, Medicare and tax-minimization retirement income strategies. These areas of knowledge set us apart from a majority of financial experts in the industry. Most importantly, we are here to help clients avoid common mistakes that can leave thousands of dollars of Social Security benefits on the table, suffer Medicare lifetime payment penalties, or pay thousands more in taxes throughout retirement.

Craig is a native Houstonian and a fourth generation Texan. He is an avid offshore fisherman, and his daughter Sarah has recently gained an affection for the sport. Craig also enjoys attending the field hockey and lacrosse games Sarah plays for St. Agnes.

Connie Mack
President and Founder, AIF®, AAMS®, CRPS®
Richard M. Rosso
Director of Financial Planning, CFP®
Lance Roberts
Chief Investment Strategist
Michole Fields
Director of Operations, AAMS®
Brent Clanton
Executive Producer – Lance Roberts Show
Karen Roan
Director of Investment Relations
Samantha Samolu
Senior Client Services Administrator, MBA®
Danny Ratliff
Senior Financial Advisor, CFP®, ChFC®
Michael P. Lebowitz
Portfolio Manager, CFA®
Frank Marrone
Senior Financial Advisor, CFP®, CRPC®