Craig W. Moncey, ChFC

Craig W. Moncey, ChFC

Quincy, IL

Professional Profile

Craig is a Wealth Advisor at IPI Wealth Management in Quincy, IL.  For nearly 20 years, his focus has been on helping individual clients and their professional advisors implement financial planning strategies.  Prior to joining the Investment Planners, Inc. team, Craig helped identify potential risk management situations, designed contemporary solutions, and participated in joint meetings with advisors' clients and their other professional advisors at Brokerage Unlimited, Inc., in St. Louis, MO. 

Education

  • University of Missouri, Columbia, MO : BS Personal Financial Planning
  • American College, Bryn Mawr, PA : Chartered Financial Consultant

Craig graduated from the University of Missouri, Columbia with an undergraduate degree in Personal Financial Planning, and obtained the Chartered Financial Consultant (ChFC) designation from the American College. Craig is a past President for the Greater St. Louis Financial Planning Association (FPA), and a past President for the St. Louis Chapter of the Society of Financial Service Professionals (SFSP). 

Craig lives in Quincy with his wife, Dawn, daughter, McKenna and son, Caden. Craig is a past President of the North Side Business Men's Association, VP of the Friends of the Trails, Co-Chair of the Salvation Army Finance Committee, Co-Chair of the GREDF Transition committee, member of the Salvation Army Advisory Board, a Quincy Chamber of Commerce Ambassador, and a former board member of the Quincy Noon Kiwanis Club.  He is an avid cyclist and participates in duathlons and triathlons each year.

Phone 217-203-6464
Fax 217-641-2559
Website www.ipiwm.com