Chris brings more than 23 years of experience in the financial industry to his clients. He is skilled in developing and implementing financial plans, retirement income strategies along with an experienced knowledge base of insurance products and mutual funds. He is a Chartered Retirement Plans SpecialistSM (CRPS®), Investment Management Consultant (through Raymond James), and a Certified Plan Fiduciary Advisor (CPFA). Chris teamed with Amy Burton and spent 8 years with Robert W Baird & Co. developing a practice that is able to provide a wide range of solutions to their clients. Due to changes in the industry, they moved their group in 2008 to Raymond James, where the people and the resources available were better suited to serving their clients.
Chris attended Purdue University where he earned his bachelor's degree in Communications. Chris grew up in Centerville, IN, about 2 hours south of Fort Wayne. He moved to Fort Wayne after graduating from Purdue and spent 10 years working with the Fort Wayne Newspapers, where he became the Business Development Manager. Chris and his wife Dee, a teacher in Fort Wayne Community Schools, have three daughters, Hannah, Olivia who currently attends Purdue University, and Julia.
Raymond James is not affiliated with the above organizations and/or charitable causes.
The Investment Management Consultant designation is awarded to those who complete the Raymond James Institute of Investment Management Consulting program.