Chris has over 25 years of experience in financial services and is a Certified Financial PlannerTM, Retirement Income Certified Professional®, LPL Investment Advisor Representative.
Chris has served in many capacities; in management, as a producer, and a full time advisor. He began his career as an intern with Merrill Lynch and then joined BGS&G Investment Services, Inc. Chris later became V.P. of Century Retirement and Wealth Management in Cleveland. In 2002, he accepted the position of President of CBIZ Financial Solutions, Inc. and transitioned into working exclusively with clients. Chris joined together with First Peoples in December of 2010 to form First Peoples Wealth Management Services as your Wealth Advisor.
As a wealth advisor, Certified Financial PlannerTM and Retirement Income Certified Professional®, Chris’ experience includes retirement planning, IRA rollover services, IRA distribution options, IRA distribution education, brokerage accounts, tax sheltered savings, life insurance, as well as overall financial planning and reviews.
Check the background of this investment professional on FINRA’s BrokerCheck.
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured by First Peoples Community Federal Credit Union deposits and are not NCUA insured. These products are not obligations of First Peoples Community Federal Credit Union and are not endorsed, recommended or guaranteed by First Peoples Community Federal Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. First Peoples Community Federal Credit Union and First Peoples Wealth Management Services are not registered broker/dealers and are not affiliated with LPL Financial.The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AZ, CA, DE, FL, IL, KY, MD, MS, NV, NY, NC, PA, TN, VA, WA, WV