Christopher is a CERTIFIED FINANCIAL PLANNER™ professional and an Accredited Asset Management SpecialistSM with Raymond James Financial Services, Inc., Member FINRA/SIPC in Ocala, and The Villages, FL.
Christopher has fulfilled the certification requirements of the CFP Board, which enforces the professional standards for CFP® practitioners. Although many professionals may call themselves “financial planners”, only CFP® professionals have achieved a high level of competency, ethics, and professionalism represented by the CFP® marks.
Christopher specializes in personalized financial planning processes with a focus on retirement transitions, as well as legacy planning by creating and implementing investment strategies designed to guide and maintain his client’s current and future financial objectives. This is done through the use of securities and other investment vehicles.
Being raised in the home of a financial planner, in addition to his employment at Raymond James, Christopher has had the opportunity to absorb the knowledge of his both predecessors and coworkers. This allowed him the fortuity to call on the guidance of more than 100 years of combined financial advising experience, while simultaneously applying a modern and strategic approach to his investment portfolios.
Christopher served 5 years in the United States Marine Corps infantry, with a deployment to Afghanistan. Through his service experience, he learned to adapt and overcome adversity, as well as to be truly grateful for what one can accomplish in a lifetime. After honorably separating from the military in 2014, Christopher went on to receive his Bachelor’s Degree in Business and Organizational Management from the Central Florida State College. He is a husband to Christina, and a father of two beautiful girls, Charlotte and Colby. Christopher is an active member at the Central Church of Christ in Ocala FL., and frequently participates in his community's events.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.