Chris has been in the Financial Services for over 5 years, he began his career as a Financial Professional and was later promoted to Manager. Prior to joining the financial services industry, Chris owned a small business consulting firm. He helped build a nonprofit and managed both independent and corporate restaurants, managing every aspect of the business for 20 years. Chris realized from personal experience with family that financial decisions affect every member of the family in some way, good or not so good.
Chris made the shift from consulting and management to work with individuals and small businesses to educate and develop financial strategies that are designed to work with an overarching comprehensive plan. Something Chris realized was that people think they are all set and have a plan because they have benefits through their job or implemented a financial product one time a few years ago. People may not be as in the know as they should be when it comes to looking at how all the dollars flowing in and out of their life should work together. When it comes to developing a plan there is no such thing as one-size fits all, Chris has fostered relationships from past and present to develop tailored financial plans for each individual and business. Taking on the advisor role has allowed Chris to tie in his business acumen and strong educational skills to build a successful financial services practice.
In his free time, Chris enjoys barbecuing with his family, watching and playing sports and working on his home.
Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian.