Chris works closely with individuals and their families to develop customized financial plans that are aligned with their personal goals and objectives. He collaborates with the firm’s Investment Strategy Group to align clients’ portfolios with their financial plans and goals.
Chris is a member of the firm’s Business Retirement Plan Group. In this role, he assists plan sponsors and business owners with the design, implementation and administration of their retirement plans to meet their goals, objectives and fiduciary responsibilities.
The most rewarding aspect of the job for Chris is working with clients on real-life issues and knowing that they rely on him for guidance with their financial matters.