Chris is committed to providing his clients with a high level of professionalism and service. Specializing in comprehensive retirement and financial planning, Chris strives to fully understand each client’s goals and will recommend and monitor a suitable investment program.

An experienced financial professional, Chris holds numerous professional designations and securities licenses. Chris is a CERTIFIED FINANCIAL PLANNER^™ practitioner, registered principal and investment adviser representative. He also holds his Series 7, Series 63, and Series 65 securities licenses and, life, health and long-term care insurance licenses.

Chris received both his bachelor's degree and MBA from the University of North Carolina at Charlotte. During graduate school, Chris was selected by the faculty of UNC – Charlotte to serve as a financial analyst for the Student Endowment Fund. During that time, he was responsible for selecting stocks for the endowment. In addition, Chris holds certifications in financial planning, retirement planning and employee benefits from Florida State University. He completed the Certified Investment Management Analyst® Program at The University of Pennsylvania’s Wharton School of Business

Chris, his wife Emily and two daughters, live in Cramerton, NC. When he is not working with clients, Chris enjoys camping, saltwater fishing, playing golf and spending time with his family.

Investment Management Consultants Association (IMCA®) is the owner of the certification marks “CIMA®,” and “Certified Investment Management Analyst®.” Use of CIMA® or Certified Investment Management Analyst® signifies that the user has successfully completed IMCA's initial and ongoing credentialing requirements for investment management consultants.