J. Craig McIlroy, CFP®

Craig McIlroy is Founder & CEO of The McIlroy Financial Group, a financial advisory firm specializing in succession, estate planning strategies, and investment planning for small business owners and corporate executives.

Craig guides high-wealth families through the emotional and financial factors of wealth transfers. He specializes in designing customized strategies for those who have achieved substantial success and are dealing with difficult income and estate tax problems, as well as business succession issues.

His team of professionals provides mathematical based modeling to help business owners and corporate executives work toward financial independence. His firm also provides comprehensive planning for owners and key executives in the areas of lifetime wealth creation, business continuation, and estate conservation.

Craig maintains a CERTIFIED FINANCIAL PLANNER™ certification and belongs to the Financial Planning Association. He has a bachelor's degree in Interpersonal Relations from Brigham Young University.

During the COVID-19 crisis, while serving on Denver Mayor Michael B Hancock’s Faith Council, Craig helped facilitate food drives throughout Metro Denver, secured Personal Protective Equipment (PPE) for community volunteers and organized blood drives.

Craig previously served on the executive board of the Denver Area Boy Scouts and on the Board of Colorado Easter Seals. Craig and his wife, Bertha, both served on the board of the BYU National Alumni Association where Craig completed a two-year term as President. They love to spend time in activities with their 14 grandchildren and they also cycle, golf, hunt and fish. They have been beekeepers since 2013.