Chris has been assisting families and business owners in creating secure, effective, efficient coordinated financial plans for over 25 years. He chose to become a financial planner out of his desire to make a difference in the lives of his clients. He finds it very rewarding to craft financial strategies that help his clients achieve their goals and dreams.

A Cincinnati resident of Anderson Township for 26 years, Chris and his wife, Katy, have four children: Philip, Charley, Peter and Libby. Chris is a devoted father and enjoys golf, tennis, photography, collecting baseball-related memorabilia and attending Reds games.

Firm Description

We are committed to helping individuals, families, and business owners secure their financial futures, but our commitment doesn't end there. We desire to make a difference in each one of our clients' lives by helping them to achieve their financial goals and dreams through effective and efficient financial planning and strategies.

Our Commitment

Local residents and businesses rely on us to help secure their financial futures, but our commitment doesn’t end there. We believe that in order to build long-lasting relationships with our clients, we also have to serve the local communities in which they live and work. Here’s how we are making a difference in our communities.

To Special Needs

Careful life care planning can make a difference in the quality of life for your loved one and other family members—including yourself. The stress and fear of not planning often paralyzes any planning at all. Knowing this, we will assist you through the intricate process.

To the Community

Our community involvement through charitable organizations and civic events is deeply important to us and our time and resources invested are additional reasons we’ve earned trust from so many in this area.

To Our Clients

Our working environment is characterized by teamwork, trust and cooperation. We work together to serve you. We honor our commitments and hold ourselves and each other accountable. We support the best in each other and know we can be the best financial services organization in the area. We are determined to succeed.

Hours

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