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Craig Brigman, Cepa®,Ea, Aif®, Aams™ Email & Phone Number

Partner and Wealth Advisor at Destination Wealth Advisors
Location: Greater Roanoke Area, United States 16 work roles 2 schools
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Current company
Role
Partner and Wealth Advisor
Location
Greater Roanoke Area, United States
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Who is Craig Brigman, Cepa®,Ea, Aif®, Aams™? Overview

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Craig Brigman, Cepa®,Ea, Aif®, Aams™ is listed as Partner and Wealth Advisor at Destination Wealth Advisors, a with 10 employees, based in Greater Roanoke Area, United States. AeroLeads shows a matched LinkedIn profile for Craig Brigman, Cepa®,Ea, Aif®, Aams™.

Craig Brigman, Cepa®,Ea, Aif®, Aams™ previously worked as Business and Content Developer at I29 Films and Partner/Wealth Advisor at Destination Wealth Advisors. Craig Brigman, Cepa®,Ea, Aif®, Aams™ holds Education Specialist, Educational Leadership from Liberty University.

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Email format at Destination Wealth Advisors

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Destination Wealth Advisors

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About Craig Brigman, Cepa®,Ea, Aif®, Aams™

🔑 Helping Business Owners Navigate Success and TransitionAs a financial planner with a passion for empowering business owners, I specialize in helping entrepreneurs unlock the true value of their businesses, overcome financial stress, and build strategies for successful exits. I work with owners to solve complex financial challenges, so they can focus on growth, legacy, and their next chapter.💼 What I Do:• Partner with business owners to identify untapped value in their operations and investments.• Create personalized exit strategies to ensure a smooth and profitable transition.• Develop solutions for financial complexities, from tax strategies to succession planning.• Help business leaders achieve work-life balance by reducing financial stress.🔍 Why Business Owners Choose Me:I understand that your business is more than just numbers—it’s your passion, your legacy, and your life’s work. With a deep understanding of the unique pressures entrepreneurs face, I offer tailored guidance that blends practical financial solutions with strategic insights. Together, we create a roadmap to maximize value, minimize stress, and secure your financial future.🌟 Core Expertise:• Business Valuation Strategies and Strategic Planning• Exit Planning & Succession Design• Wealth Preservation & Growth• Tax Optimization for Entrepreneurs• Problem Solving for Complex Financial Situations📈 Your Business, Your Legacy:Whether you’re looking to scale, pivot, or plan your exit, I’m here to guide you every step of the way. Let’s work together to unlock opportunities, create a legacy, and ensure your hard work pays off—today and in the future.🤝 Let’s Connect:If you’re ready to take control of your business’s financial future, let’s start the conversation. Message me or call to learn how I can help.Your stress doesn’t have to define your journey—let’s create clarity, value, and confidence for your future.Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Private Wealth Services, LLC (KPWS), an affiliate of Kestra IS. Destination Wealth Advisors is not affiliated with Kestra IS or KPWS. finra.org/sipc.orgThis profile is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of KPWS may only conduct business with residents of the states and jurisdictions in which they are properly registered. For additional information, please contact our Compliance department at 844-553-7872.

Current workplace

Craig Brigman, Cepa®,Ea, Aif®, Aams™'s current company

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Destination Wealth Advisors
Destination Wealth Advisors
Partner and Wealth Advisor
Roanoke, VA, US
Employees
10
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16 roles · 35 years

Craig Brigman, Cepa®,Ea, Aif®, Aams™ work experience

A career timeline built from the work history available for this profile.

Business And Content Developer

I29 Films

Roanoke, Va, Us

Partner/Wealth Advisor

Huntersville, North Carolina, Us

Partner and Wealth Advisor for business owners, entrepreneurs, federal employees, and individuals and families. We are focused on helping you achieve your goals and dreams through financial planning and tax efficiency.

Financial Advisor

St. Louis, Mo, Us

Develop and implement personal solutions to assist clients looking to build and preserve wealth, manage cash flow before or during retirement.Work with small-business owners and those who are self-employed to help address their unique financial and investment challenges, such as reducing tax liability, maintaining and growing personal net worth, protecting against risk, development and implementation of retirement plans for employees and owners, and planning for future transition of the business.Development of retirement income strategies to assist clients entering and living in retirement.Development of retirement savings strategies to assist clients preparing for retirement.Assist clients in the creation of estate strategies and legacy planning.

Nov 2019 - Aug 2024

Business And Content Developer

I29 Films

Development of digital strategies, including content development/production and distribution, for clients content owners, Consultant for short form content development, including television and episodic web series. Writer/Producer/Director for short form content, including entertainment and instructional/industrial films.Specialize in creating unique educational experiences using visual and narrative storytelling to foster student engagement, retention, and understanding of complex learning objectives and outcomes.

Jun 2013 - Aug 2024

Assistant Professor Of Information Technology

Lynchburg, Va, Us

Taught the concepts and principles of Information Technology to undergraduate students. Information technology concepts included Microsoft Windows, Mac OS, Microsoft Office (both Windows and Mac), as well as other technology tools and principles including certification. Additionally, I coached, counseled, and advised undergraduate students.

Jul 2013 - Jun 2019

Coordinator General Studies, Inft

Lynchburg, Va, Us

Manage the Information Technology program for General Studies, including administration, advising, and assessment. Develop new information technology courses and experiences for undergraduate students, including mobile technology, social media, as well as the most recent programs in business technology.

Jul 2014 - Jun 2017

Adjunct Instructor

Lynchburg, Va, Us

Teaches the principles, concepts, and application of federal taxation to undergraduate students.

Oct 2012 - Jul 2013

Business Data Analyst

Lynchburg, Va, Us

Evaluated and analyzed business processes and proposes and implemented new processes that reduce labor, energy, or finances using a wide variety of tools. Conducted research and analysis of data to provide decision support using database tools and report writing programs. Development of software solutions for implementation, including Microsoft Office, SharePoint, InfoPath, and Oracle based products.

Nov 2011 - Jul 2013

It And Manangement Consultant

C C Brigman, Llc

Provided business development and consulting services for small to medium sized companies and organizations in information technology, management, accounting, and business development. Provided project management oversight and support for IT projects, including restructuring, migration, web development, and cloud services. Development and oversight of IT staff, including staffing, training, and managerial development.

Jan 2002 - Jun 2019

Vice President Of It

Forest, Va, Us

Responsible for strategic planning and daily oversight of information technology services, including help desk, network, and software development. Manage team of 5: 2 software developers, 1 web developer, 2 network and hardware operation managers, 5 external IT partners. Developed and launched 2 distinct subscription-based digital products, each having more than 100 hours of content including audio, video, and digital documents, for two different markets. Launched September 2017. Project architect and manager for web development. Revision of and redeployment of company website and outlying web properties. Launch date 12/31/2017. Project architect and manager for software development. Developed and launched multi-level search membership directory for organization. Launched September 2017.

Mar 2017 - Mar 2018

Revenue Agent

Washington, District Of Columbia, Us

Conducting examinations and related investigations of a diverse spectrum of individuals, businesses, and organizations with assets from $100,000 to $10 million to determine compliance with federal laws. Interacting, negotiating, and effectively managing a broad range of individuals and specialists in accounting, legal, tax, and other business professions to reach the desired outcome. Conduct financial, cost, and economic analysis and research of a varied industries, businesses, and market segments to establish facts. Teaching accounting, tax, business, information technology, and investigation topics to individuals and groups in classroom and distributed learning environment.

Jun 2009 - Nov 2011

Service And Outside Plant Technician

Dallas, Tx, Us

Responsible for installation and maintenance of telephone and high-speed internet services and network solutions.Responsible for construction phase copper and fiber optic cable placement, splicing, and pre-service testing.

Apr 2000 - Jan 2009

Nuclear, Biological, And Chemical Nco

Arlington, Virginia, Us

Responsible for company NBC elements, including development and implementation of equipment, training and maintenance.

1995 - 1998 ~3 yrs

Radio Operator

Arlington, Virginia, Us

Managed radio team supporting military operations for armor and Long Range Surveillance, using: HF, AM/FM, secure network, telephone, tactical satellite networks, and cryptography equipment. Battalion technology expert, supervised and maintained hardware and software.

1995 - 1998 ~3 yrs
2 education records

Craig Brigman, Cepa®,Ea, Aif®, Aams™ education

Education Specialist, Educational Leadership

Liberty University

Master Of Accounting And Financial Management, Financial Forensics And Fraud Investigation

Keller Graduate School Of Management Of Devry University
FAQ

Frequently asked questions about Craig Brigman, Cepa®,Ea, Aif®, Aams™

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What company does Craig Brigman, Cepa®,Ea, Aif®, Aams™ work for?

Craig Brigman, Cepa®,Ea, Aif®, Aams™ works for Destination Wealth Advisors.

What is Craig Brigman, Cepa®,Ea, Aif®, Aams™'s role at Destination Wealth Advisors?

Craig Brigman, Cepa®,Ea, Aif®, Aams™ is listed as Partner and Wealth Advisor at Destination Wealth Advisors.

Where is Craig Brigman, Cepa®,Ea, Aif®, Aams™ based?

Craig Brigman, Cepa®,Ea, Aif®, Aams™ is based in Greater Roanoke Area, United States while working with Destination Wealth Advisors.

What companies has Craig Brigman, Cepa®,Ea, Aif®, Aams™ worked for?

Craig Brigman, Cepa®,Ea, Aif®, Aams™ has worked for Destination Wealth Advisors, I29 Films, Edward Jones, Liberty University, and C C Brigman, Llc.

How can I contact Craig Brigman, Cepa®,Ea, Aif®, Aams™?

You can use AeroLeads to view verified contact signals for Craig Brigman, Cepa®,Ea, Aif®, Aams™ at Destination Wealth Advisors, including work email, phone, and LinkedIn data when available.

What schools did Craig Brigman, Cepa®,Ea, Aif®, Aams™ attend?

Craig Brigman, Cepa®,Ea, Aif®, Aams™ holds Education Specialist, Educational Leadership from Liberty University.

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