A cornerstone of financial planning is the recognition that everyone's economic and life situation is unique. Personalized service is essential when matching clients with the right financial products and services.
Chris is energized by building relationships with people to have a deeper understanding of their needs, wants and concerns in order to pursue their goals. Enhancing an individual’s understanding of financial products and services is integral to the decision making process.
“It truly is … All about relationship!”
After receiving a Bachelor’s degree in Finance from Louisiana State University, Chris began his career in the financial services field in January of 1987. Chris holds Series (7, 24, 53, 63, & 65) registrations through Cetera Advisor Networks, LLC. He is a licensed Insurance Broker and holds the Accredited Investment Fiduciary, AIF designation.
He is responsible for individual client’s accounts, company retirement plan accounts and serves in a practice development and mentoring capacity for the branches 22 registered representatives and advisors. His background also includes the field supervision of advisors and registered representatives.
If you ever have questions about your plan or about specific financial products, contact me. We will set up a time to meet to review your needs and address any questions you may have.