Since 2002, Chris has been helping people make informed choices with their money to pursue their financial goals and objectives. His practice serves both medical practitioners and medical sales representatives. He also works closely with families and business owners. Chris puts financial plans together to enable these individuals and families to reach their financial goals, both while still working and in retirement.
Chris holds a series 6, 7, and 66, through LPL Financial as well as a Life/Health/Variable Annuity insurance licenses. He is a graduate of the University of Central Florida.
Chris currently resides in Ocala with his wife Ali. The couple has four children. When not at the office, Chris enjoys spending time with his family, traveling, tennis, and pickleball.
