About Chris
In his role as Senior Vice President of Financial Planning & Investments, Chris oversees and is a resource for the team responsible for case design and product analysis of various brokerage, insurance, and advisory solutions intended to assist investors with reaching their accumulation, distribution, and/or risk management goals. In addition, he oversees the practice management and financial technology area which assesses third-party vendor technology and assists Member Firms in the selection and implementation of processes within their practice. Lastly, he oversees the investment operations division in cluding data processing, books and records retention, principal review, and custodial platform relationships.
Chris has served as a national presenter at the Association for Advanced Life Underwriting’s (AALU) annual conference and is a frequent presener at Valmark’s annual Member Summit conference.
Publications
- “Long-Term Care Insurance: Comparisons for Determining the Best Options for Clients”, The Journal of Financial Planning Magazine
- “Reaching the Summit and Returning Safely in Retirement ”, The Journal of Financial Service Professionals, Estate Planning Magazine
- “Deferred Income Annuities: Reducing Longevity Risk in Retirement Planning”, The Journal of Financial Service Professionals, Estate Planning Magazine
Education, Designations & Professional Affiliations.
- MBA, Finance, The University of Akron
- BSBA, Financial Services, The University of Akron
- Series 7, 24 and 66 registrations
- Ohio Life, Health and Variable licenses
- CERTIFIED FINANCIAL PLANNER™ (CFP®) professional