Chris began his financial services career in 1994. He earned a Bachelor of Science degree in Pharmacy from the University of Wisconsin and has since earned a Fellowship in the Life Underwriters Training Council, the Chartered Financial Consultant designation from The American College, and is a CERTIFIED FINANCIAL PLANNER™ certificant. He serves on the state Board of Directors for the National Association of Insurance and Financial Advisors. He is a member of the Financial Planning Association, the West Michigan Estate Planning Council, and the Grand Rapids Chamber of Commerce CEO Roundtable.
Chris employs a client-centered, holistic approach to financial planning including strategies to help build assets, help preserve assets from risk, and transfer of those assets to the next generation. This planning is integrated with overall life goals. His clients include professionals, retirees, business owners, and their families. Business owners have benefited from Chris' experience in retirement plan design and implementation, key-employee benefit planning, and business succession planning.
Chris and his wife, Kim enjoy living in Grand Rapids where they raised their three children.