Christopher started his career in the financial services industry in 2000 and has been in the business for the past 15 years. Prior to his financial service career, he held the position of auditor and a microbiology analyst at Alcon Laboratories. Christopher is a graduate of Texas Southern University, a registered investment advisor representative, and a registered representative with Raymond James Financial Services, Inc., an affiliate of Raymond James & Associates, Inc, member of the New York Stock Exchange.
He enjoys searching for ways to help his clients preserve income, preserve assets, and mitigate risk of market declines. Chris works with individuals and families. Also as part of his practice he focuses on the needs of pharmaceutical sales managers, refinery workers, and business owners. When assisting his clients or potential clients, he first identifies issues standing in the way of any goals, reviews current financial situation, and then gives an idea of what services may be needed. The next steps are to tie their investments to their plan, provide an outline of current financial picture to give a clearer understanding of their finances ultimately so the client can free up time and focus on what is important to them.
The final series of steps may include working with their CPA and Attorney if needed, followed by an insurance review. Christopher will provide performance updates, create a plan for regular meetings, and update plan as necessary as part of ongoing communication.
As an independent professional advisor, he offers each client a personalized financial strategy, not a generic investment program. Clients' individual portfolios are based on their unique situations, attitudes, preferences and goals. Each plan is designed to withstand change, both in the market and in a client's circumstances, so that it can work with and for them at every stage of their life.
His approach to financial planning is straightforward: He focuses on becoming a partner in building the future his clients desire. He thoroughly explains the investment strategies he recommends, making clients fully comfortable with all aspects of their investment programs. His mission is to help clients achieve financial independence through professional advice, individualized planning, sound risk management, quality investment products and personal financial services.
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