Chris has been in the investments, financial services and insurance industry since 1997. At the Age of 27, Chris was a Chief Market and Portfolio Strategist in New York City and has had an incredible Wall Street career holding various C-Suite level positions. He understands that each individual, family or businesses’ financial goals are unique and require tailored solutions. Chris’ goal is to help individuals, families, and business owners obtain financial freedom, and the ability to pursue their financial goals with greater confidence. Chris has an extreme passion for tax-efficient investing and the succession of assets to family members. Chris has a strong concentration in investment management and in managing millions and billions of dollars – risk adjusted. As a multi-business owner, Chris and his team understand the intricacies and needs for dynamic corporate benefits –(group life, group disability income, Group long term care insurance), key-person insurance, QRPs - qualified retirement plans, Pension Plans, complex retirement planning, estate planning, and in complex financial planning and company financial planning.. Chris and his team of Advance Planning Attorneys provides comprehensive and innovative solutions to business owners designed to help them protect their business, their employees, and their personal lifestyles. Chris is a nationally known public speaker, giving stewardship investment and financial planning talks. Without question, Chris has a passion for integrating Faith, Finance, and Entrepreneurship.