Chris supports the portfolio design, retirement income planning and wealth transfer capabilities of the practice, and works with small businesses to implement retirement plans. He takes great pride in helping others achieve their goals.
He has earned his MBA from Walsh College, holds Series 7 and 66 securities licenses, and is a licensed life and health insurance agent. He has received the Accredited Asset Management Specialist designation and, prior to his career in Financial Services, worked in business development for a technical and professional staffing firm in Auburn Hills.
Chris resides in Fraser with his wife, Rachel, and son, Henry. He enjoys golfing, ice hockey and camping.
Chris holds a Confident Communicator designation from Toastmasters International. He belongs to the Walsh College and Western University Alumni Associations. He is a graduate of Leadership Macomb, where he currently serves on the Business Day committee.
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