Craig Smith

Craig Smith

Craig Smith

CLU®, ChFC®, CFP®

About Craig Smith

Craig is committed to providing impartial, unbiased and informed financial advice. He empowers his clients with the resources and knowledge to confidently implement strategies that lead toward financial success. By actively listening to his clients’ dreams, Craig then enjoys the challenge of creating “Engineered Financial Strategies” tailored for each client to reduce anxiety, and create a clear path for working toward personal and financial goals.

Craig joined von Borstel and Associates in 2009 after spending two years with a Fortune 100 financial services firm where he provided insurance and investment advice. Prior to entering the financial services industry, Craig practiced as a Professional Engineer in the State of Oregon. This background is highly transferable to the field of personal financial planning where success is defined by reducing a multitude of competing factors to a practical solution.

Craig holds a Bachelor of Science degree in Civil Engineering from the University of Portland in addition to the distinguished professional designations of Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), and CERTIFIED FINANCIAL PLANNER™ (CFP®). Currently, Craig is a Level II Candidate in the CFA Program. Craig regularly teaches financial planning and social security seminars.

A native Oregonian, Craig was born and raised in The Dalles. Growing up he spent time working on the family cattle ranch, learning many life lessons along the way. His dad, a fourth generation cattle rancher, and his mom, a dedicated public school teacher, imparted simple, down-home values and work ethic that continue to shape him today.

Craig and his wife, Melinda, welcomed their first child, a daughter named Emilia, in 2015. This year, they joyously await the birth of their second child in the spring. They are actively involved in their church and they enjoy athletic endeavors from things as simple as a bike ride, to more involved activities such as having completed the Portland marathon. The pair has hiked over 1000 miles along the Pacific Crest Trail, including a recent 200 mile backpacking adventure completing the John Muir Trail.