General

BACKGROUND:

Chris has been in the financial services and insurance industry since 1997. At the Age of 27, Chris became a Chief Market and Portfolio Strategist in New York City. During his Wall Street career, he held various C-Suite Level positions. Chris understands that each individual's, family's, or business owner's financial goals are unique and require tailored solutions. His goal is to help each individual pursue their financial goals with greater confidence.

Chris has a passion for tax-efficient investing and the succession of assets to family members. As a multi-business owner, Chris and his team understands the intricacies and need for dynamic corporate benefits, including group benefits (life insurance, disability income, long term care insurance), key­person insurance, qualified and non-qualified retirement plans, as well as complex retirement, estate, and financial planning. Chris works with an Advanced Planning team that provides comprehensive and innovative solutions to business owners designed to help them protect their business, their employees, and their personal lifestyles.

Personal Solutions:

Wealth Management and Protection Planning Investment Management Strategies

Life & Disability Income Insurance

Estate Planning

Retirement Income Review

Business Solutions:

Business Continuation Strategies

Corporate Benefits: Group Life, DI, L TC insurance Buy - Sell Funding Strategies

Key Person Insurance

Employee Benefits/ Executive Benefits



EDUCATION & CREDENTIALS:

Chris earned his MBA in Finance "With Distinction," from the Zarb School of Business at Hofstra University in 2001. In 1997, Chris was the first student to ever earn 3 Bachelor degrees in 4 years from Gordon College. Chris has his FINRA Series 7 & 66, SIE securities registrations, as well as his Life, Health and Variable Insurance licenses in SC, NC, NY, CT, FL, and TN.

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