Bringing experience from a prominent investment firm, Chris joined the team in 2024. As a Licensed Fiduciary, Chris believes that trust and empowerment are at the core of every client relationship. By focusing on building lasting relationships based on transparency and mutual respect, he strives to ensuring clients feel continuously supported throughout their financial journey. Taking the time to understand each client's unique financial situation and retirement goals, Chris aims to educate clients, providing them with the knowledge and confidence needed to make informed investment decisions.
Chris is a Licensed Investment Advisor Representative (IAR) with a FINRA Series 65 license. He also holds a Life, Accident, and Health Insurance License, allowing him to provide advice on various insurance solutions.
Chris moved to Arizona from central Ohio in 2017 where he met his now wife. Recently married, he and his wife are excitedly looking forward to starting a family. Together they share a passion for animals, having adopted many and assisting with the rehoming of others through various organizations. In his free time, Chris enjoys hiking throughout Arizona, camping, and restoring vintage antiques.