Let’s prepare for your journey into retirement…
My name is Chris. Across the nation, individuals like you may hire me and my firm to prepare and support their retirements. I help you map out the journey designed to help you enjoy one of the greatest chapters of your life–retirement.
My formal background includes an MBA with degrees in finance and economics. I hold both CERTIFIED FINANCIAL PLANNER™ and Behavioral Financial Advisor™ designations. I was awarded The Women’s Choice Award® in 2019 and 2020 for my work with women in investing, and I’m the bestselling author of On Investing Well: The Elements of Good Investing.
Most importantly, my true education and experience comes from directly working with a variety of individuals just like YOU.
Having supported Fortune 500 leaders, entrepreneurs with seven-figure companies, pilots, nurses, rocket scientists–everything from olympic medalists to primary educators succeed in their retirements, I’m uniquely qualified to help YOU do the same. I’ve worked with hundreds of different employer-sponsored plans including 401(k)s, TSPs, 403(b)s, 457s and Defined Pensions. I’d love for you to join our community of diverse retirees!
If you are in a place of frustration or confusion and are ready to evolve into a place of clarity and direction, please reach out. Your retirement years are so much more than preserving your money for old age. We’ll also use your available resources, plans for the future and unique opportunities to create a personalized path to retirement. It will provide you with the confidence to enjoy life without sacrificing your future security.
Our goal after working together is that you will feel clear and certain of your retirement. You’ll have a secure and stable foundation so you can enjoy the freedom you’ve earned through a life of hard work and preparation.
- Investment Advisor Representative
- CERTIFIED FINANCIAL PLANNER™
Certified Financial Planner Board of Standards, Inc.
- Behavioral Financial Advisor™
Kaplan Financial Education
Securities Exams Passed:
- Series 7- General Securities Representative Exam
Series 66- Uniform Combined State Law Examination
- Life, Accident and Health
- Long-Term Care and Medicare Specialist
Property & Casualty