Chris believes it’s important to devote his time upfront to learn all about you and your life, in order to gain a good understanding of what you’re working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, he can help determine the most appropriate financial strategy for you and your family. He can also help with your retirement savings strategy, so you have more options when you retire.
Chris has more than 27 years of experience in the financial services industry. As an Accredited Asset Management Specialist℠, Chris has completed a course of study encompassing investments, insurance, tax, retirement and estate planning issues. He adheres to standards of professional conduct and is committed to continuing industry education.
Chris joined Raymond James in 2021 because of its long-standing culture of putting clients first, and the support of thousands of professionals and advanced technology to help you pursue your long-term financial goals. Earlier in his career, Chris was with Edward Jones since 1993, where he worked as a financial advisor in Milford, and as a regional leader from 2008 to 2018 for the Greater Cincinnati area.
Chris is a board member of the Mason Schools Foundation, and a former board member of the Milford Miami Township Chamber of Commerce. Chris and his wife, Carrie, have two daughters attending The Ohio State University and a son attending Mason High School.
Raymond James is not affiliated with the above organizations and/or charitable causes.