With over 25 years of experience and expertise as a seasoned leader of a fortune 500 company, Chris has pivoted from his corporate role to bring his skillset to his financial clients . His ability to connect and maintain client relationships complements his thorough understanding of the principles of financial planning and asset management via his fiduciary duty. He brings with him the transferable ability to uniquely blend analytical, process, and sales skills. Additionally, his experience as an entrepreneurial business owner outside of his corporate responsibilities provides a strong foundation of business acumen and risk management.
Chris' approach starts with his attention to detail as he meticulously aligns his client’s personal values with their financial goals. He has demonstrated excellence in his planning process, attention to detail and problem-solving skills by leveraging his strong background of executive decision making. As a high-impact leader with a track record of building on client satisfaction via strong customer relations, he consistently meets commitments with integrity.
Chris currently holds his Series 65 registration with Corecap Advisors, LLC, a registered investment advisor.
Chris resides in Belleville, Michigan. In his spare time he enjoys traveling, martial arts, physical training, and trying diverse cuisine.