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 are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. First Peoples Community Federal Credit Union and First Peoples Wealth Management Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using First Peoples Wealth Management Services, and may also be employees of First Peoples Community Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, First Peoples Community Federal Credit Union or First Peoples Wealth Management Services. Securities and insurance offered through LPL or its affiliates are:
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