Chris has over 25 years of experience in financial planning and is a Certified Financial Planner®, Retirement Income Certified Professional®, Registered Investment Advisor and LPL Financial Advisor.
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.
In recognition of his financial expertise and dedication to the principles of sound investing, Chris has been honored by American Funds by being placed on their All American Team. He is a member of the Platinum Club with Allianz Masters Forum and is recognized on the Fidelity Advisor Council.
As a wealth advisor and Certified Financial Planner® and Retirement Income Certified Professional®, Chris’ expertise includes retirement planning, IRA rollovers, 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.