Chris offers nearly 20 years of experience in the financial services industry. Chris holds the 6, 7, 63 & 65 licenses, registered through Raymond James Financial Services, and insurance licensed for life, health and annuities. Chris plays an integral role in the firm’s investment due diligence process, which is essential to the management of client accounts. Chris currently resides in Beavercreek with his wife, JoAnn, and their three children.