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Our TeamJames A. Wycoff | Sheri A. Lucas | Kristina Gilley | Chris Collins
Chris's primary responsibility as Client Care Specialist is to proactively "check-in" with our clients on regular cycles within the calendar quarter to be sure any questions or concerns are addressed in the earliest stages. He may be calling you to tell you that your Bond just matured and to schedule a telephone appointment with Jim or Sheri to discuss whether or not to pay out the proceeds or reinvest them. He may just be checking in to see if you'd like to discuss the latest news headlines with one of us. More critically, he may be calling to schedule an office visit for a serious portfolio x-ray and to update your "Retirement Freedom Analysis" to reflect current market conditions and our forward view for the economy and the investment markets. Chris is a Xavier University "Dean's List" senior Management Major. He joined us as a co-op intern in 2009 after going through our intense interview and competitive screening process. Chris captained Cleveland Hawken High's varsity baseball team and was part of a 1st place, 2-man team, in the state of Ohio Stock Market Challenge, sponsored by the Ohio Center for Economic Education and Financial Literacy. He continues our 11 year legacy of selecting highly motivated, uniquely qualified Xavier students to become our Client Care Specialists. We've developed a fine partnership with the Xavier University co-op program. Our Client Care Specialists have secured career positions with some of the world's most desirable employers, including Bloomberg, Ernst & Young, Enterprise, Kroger, CVS, DWS Financial Services, CDW, JP Morgan, Western & Southern, Fort-Washington Investment Advisors, Inc. of Western & Southern Financial Group, and Raymond James Financial. |
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