Our Qualifications

Chris has been working with individuals and businesses in the area, and across the United States, for over 15 years. 

Chris and his team hold various professional designations.  He is licensed to sell a variety of investment and insurance products, and currently holds his FINRA series 7 and 66 license.  

As a investment professional, Chris is dedicated to developing lasting relationships with all of his clients. He believes in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.

We’re looking forward to using our expertise to help you pursue your financial goals.