portrait of Craig J Taetsch

About Craig

In 2015, I came to Edward Jones after a successful career in technology. My clients come to me because I take the approach I wanted. I work to understand what your financial goals are and the “why” behind them, develop strategies, and work with you throughout your life to help you accomplish them.

As a CERTIFIED FINANCIAL PLANNER™ professional, I focus on six areas of your finances:
1. Goal Planning and Prioritization
2. Preparing for, and Living in, Retirement
3. Protection and Insurance
4. Estate Considerations
5. Education Funding
6. Business Owner Continuation and Succession Planning

Along with my Branch Partners, Kelly DeGarmo and Lauren...

Focus Areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • College Savings
  • Entrepreneurs & Business Owners
  • Insurance & Annuities
  • Charitable Giving

Work History

  • Edward JonesJanuary 2015 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • CEPA®

    Certified Exit Planning Advisor®

Education

  • Grand Valley State UnivBachelor of Science

Personal Interests

  • Spending Time with Family
  • Traveling
  • Coaching Sports
  • Golfing
  • Technology

Team Members

  • Kelly DeGarmo
    Sr. Branch Office Administrator
    FPQP®
  • Lauren Clark
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

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