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Chris is an Investment Advisor Representative and a licensed insurance agent. He holds a Series 65 and is insurance licensed in 49 states. He works with clients around the country to help them grow their wealth while minimizing risk, taxes and fees. Chris is a fiduciary which means his client’s interests come first and are the highest priority. He delivers sophisticated portfolio management, personal relationships and holistic financial planning.
For years, he has studied the characteristics of wealth accumulation vehicles and has come to the conclusion that there’s an underlying commonality with the individuals who are best positioned for financial success. All of these individuals have been educated on the financial principles of how to grow, protect, and transfer wealth.
"I really believe that my ability to take concepts and put them into understandable, effective strategies for my clients is my greatest benefit."