Chris is an experienced Certified Financial Planner (CFP®) with over two decades of proficiency delivering customized financial strategies to diverse clientele. He excels in creating holistic wealth management plans that encompass retirement readiness, tax optimization, risk management, and estate preservation. Dedicated to fostering trusted partnerships, Chris combines industry knowledge and unwavering integrity with a proactive, client-centered approach to help individuals and families achieve their financial goals with confidence and clarity.

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