Chris completed his Undergraduate Degree in Finance at Ashland University in 2010. His previous experience as a commodities trader provides a unique understanding of risk management that he is able to apply to client portfolios and plans. He lives in Perrysburg, OH with his wife (Katie) and son (Reid). He is an avid golfer, sports enthusiast and enjoys relaxing by a body of water whenever he has the chance.
Plan and Adapt, Pray and Accept
My goal is for clients to reach a point of financial independence where they choose how they spend their time and live their life. Investing in the stock market, owning real estate, and funding insurance products are just a few common tools that can be utilized to help reach that goal of financial independence. I believe the unique experience we provide to our clients is that we explore what they value most and customize a plan where their financial resources generate that valued lifestyle.
Golf is Not a Game of Perfect by Bob Rotella
Anywhere with a body of water, the Augusta National Golf Club, or Wrigley Field
