I am a CERTIFIED FINANCIAL PLANNER™ professional with over 20 years of experience helping families navigate retirement planning. Coming from humble beginnings and seeing my own parents worry about money inspired me to enter this field. Today, I use a step-by-step process to help clients manage taxes, seek to generate steady income, and leave a legacy. When I am not working with clients, I love traveling, boating, running, and spending time with my family and dogs.
Chris holds the following Professional Licenses and Designations:
Securities Licenses held through LPL Financial:
- Series 7 General Securities Representative
- Series 63 Uniform Securities Agent State Law
- Series 65 Uniform Investment Advisor
Insurance Licenses:
- Life and Health – (Life, Disability, Long-term care)
- Annuities – Fixed/Variable
Professional Designations:
- Certified Financial Planner (CFP)