With over two decades of experience in the financial services industry, Chris is Securities Licensed Series 6, 7, 63 & 65. He is registered through Raymond James Financial Services, and licensed for Long-Term Care, Life Insurance and annuities. From financial planning to comprehensive portfolio review, he helps develop recommendations designed to be solely in the interest of providing value and benefit to our clients. Chris also plays an integral role in the team’s investment due diligence process, which is essential to the management of client accounts.

Chris’ commitment to service extends outside of the office and into his active involvement in his Church alongside his wife and family. Together they enjoy serving others and spending time outdoors.