MBA
Business Owners, Investment Strategies (Reg. Reps Only), Insurance Strategies, Retirement Income Planning, Financial Planning ® , Business Succession Planning, Military, Risk Management Strategies, Group Benefits, Estate Planning, Retirement Strategies, Charitable Giving, College Funding Strategies
English, Spanish
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 on Wall Street. During his Wall Street career, he held various C-Suite level positions. Chris understands that each individual's, family's, and/or business owner's financial goals are unique and require tailored solutions. Chris' 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 in manufacturering and E-Commerce, 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.
In September of 2016, Chris and his wife Sarah decided “quality of life and time” with their 4 chiildren was the priority. Chris’s professional responsibilities in NYC and CT required a schedule of 14 hour days. It was not the memory he wanted his children to look back on when they think of their upbringing. They were blessed to make the decision to move to North Myrtle Beach, SC. In 2018, Chris and Sarah built a home in Little River, SC to handle their growing family of 6.
I am licensed to sell insurance in: CT, NY, NC, SC, FL. I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC, Member SIPC (www.sipc.org). Supervisory address: 40 Calhoun Street. Suite 310, Charleston SC 29401
MM202611-311872
Check the background of this investment professional on FINRA's BrokerCheck
Hofstra University (2000-2001) MBA in Finance WITH DISTINCTION, Gordon College (1993-1997) BA - Accounting, BA- Business Admin, BA- Economics
Offshore Fishing
Hunting
Shooting
Golf
Inventing, Home Renovation
New Canaan Society, Iron Sharpens Iron, Who'
s Who in America, USPTO
North Myrtle Beach Chamber
Conway South Carolina Chamber, NRA
LittleRiverSouthCarolina.com
NorthMyrtleBeachSouthCarolina.com
North Myrtle Beach Chamber
Conway South Carolina Chamber
Ocean Drive Presbyterian Church