Craig Ulep

Craig is Vice President of HUB Retirement and Wealth Management. His practice is focused on risk management, investment management & advisory services and fee-based financial planning. For small and mid-sized businesses, Craig services retirement plans, group benefit and executive benefit plans. He is a Registered Representative with LPL Financial and a Registered Investment Advisor Representative with Global Retirement Partners (GRP). He has the FINRA Series 6, 63, 66 & 7 licenses*, as well as individual life and health insurance licenses. His practice is built on developing strong relationships and client-centric planning.

In 2005, Craig graduated with a Bachelor of Arts (Management) from Gettysburg College in Pennsylvania. Upon graduation, he started his financial services career with Northwestern Mutual in Annapolis, MD. In 2011, Craig joined Franklin Financial Group, and was later acquired by HUB International in 2023.

Craig is an active volunteer within his community serving multiple Rec & Club sports organizations. He is an active lacrosse coach in the 2030 graduation year and has been coaching for most of his professional life. He is an active outdoors enthusiast and conservationist, with much of his spare time split between the lacrosse field and being on the water or in the woods. In 2019, Craig became the founding member of the Annapolis Chapter of Delta Waterfowl, a 501(c)(3) organization. In recognition for all his volunteer activities for Delta Waterfowl, Craig was presented by the Greater Annapolis Chapter as the Volunteer of the Year for 2021 and 2022.

Craig and Sarah have been married since 2011 and have two children (Connor & Cameran). They live in Severna Park with their pets, Scarlett (Fox Red Lab) and Oliver (most friendly feline). Both are life-long residents of Anne Arundel County and embody the Chesapeake Bay lifestyle.

*Series 6, 7 and 63 securities registrations held with LPL Financial. Series 66 registration held with both LPL Financial