Chris has worked in the financial services industry since 2010. Using a holistic approach, he oversees the financial planning process of business owners’ companies, real estate, and liquid investments. He serves clients across a number of industries, including manufacturing, consumer products, and construction.
Chris helps clients with risk assessment, asset allocation, investment implementation, and portfolio monitoring. He is passionate about evaluating business owners’ total asset mix—business and personal—and creating flexible financial plans tailored to each client’s unique goals and risk tolerance. Chris is a Certified Public Accountant with a Personal Financial Specialist credential and a CERTIFIED FINANCIAL PLANNER™ practitioner. In addition, he holds a Series 65 license from the North American Securities Administrators Association.