Craig J. Tolzman

Craig J. Tolzman is the Vice President of Schooner Financial Associates.  He began his financial planning career as a registered representative in 1991 after graduating from Arizona State University with a Bachelor of Science degree in Finance. Craig has helped clients achieve and maintain financial independence through a wide array of investment options and strategies.  He is an Investment Advisor Representative holding a Series 6, 7, 63, and 65 securities license as well as a Life Insurance, Variable Annuity, and Long-Term Care License.

Craig’s love of investing began at age 18 when he opened his first brokerage account and began buying stocks with money earned while working part time during high school and college. Craig enjoys helping people save for retirement, children’s educations, new cars or homes, emergencies, and helping protect families through life insurance or long-term care coverage. Personally, in 1994 he married his wife Kristy, and they have two adult sons who are also Financial Advisors with Schooner Financial Associates.

New clients are only accepted through referrals so that each client receives personalized attention.