About Us

Chris is a highly experienced professional in the Financial Services industry, with an impressive career spanning over 50 years. With a strong background in accounting and extensive financial expertise, Chris offers invaluable advice and recommendations working closely with clients to establish a solid financial foundation.

Recognizing the importance of building wealth and generating income from assets, Chris identifies opportunities to maximize returns and helps clients make informed decisions regarding their retirement nest eggs.

Chris's dedication extends to protecting his clients' families through meticulous estate planning. By formulating effective estate plans, he ensures that assets are distributed in a tax-efficient and timely manner, providing peace of mind for his clients and their loved ones.

Known for his exceptional ability to simplify complex financial matters, Chris creates personalized financial roadmaps that guide his clients toward their desired goals. He is committed to helping individuals and families navigate their financial journeys with clarity and confidence.

Chris also dedicates and volunteers his time by managing and sitting on the board of a non-profit organization dedicated to providing affordable housing in the community. He has also travelled overseas to help impoverished communities in Honduras and has climbed Mt. Kilimanjaro to raise money for the Make-A Wish foundation.

With his wife of over 50 years he enjoys travelling and spending time with his family and grandchildren.