Broker Check

Chris’s Bio

Professional

Shortly after graduating from Hilbert College, in Hamburg, NY, Chris started his career in financial services in 2003 at a firm in Orchard Park, NY. Starting at the bottom, Chris learned the essentials of the business while rapidly enhancing his reputation for delivering great customer service. Over the years, Chris obtained multiple professional designations, took on a greater role which positively impacted the success of that Orchard Park firm, and led to receiving Partner status.
In 2020, his desire to be independent led him to join Cetera Investment Services in Cheektowaga, NY. Cetera provides the ability to be objective and transparent with no required sales quotas. As a fiduciary, Chris believes objectivity and transparency are the cornerstones of the financial planning field.  Chris is a member of the National Association of Christian Financial Consultants (NACFC)*. 


Designations

  • 2016- Retirement Income Certified Professional (RICP®), American College
  • 2012- Chartered Advisor for Senior Living® (CASL®) Designation, American College
  • 2010- Certified Financial Planner® (CFP®) Certificant, American College
  • 2009- Chartered Financial Consultant® (ChFC®) Designation, American College
  • 2005- Series 7 (General Securities Representative)
  • 2004- Series 6 (Investment Company Products/Variable Contracts Limited Representative)
  • 2004- Series 63 (Uniform Securities Agent State Law Examination)
  • 2004- New York State Life Insurance and Health Insurance Licenses


*The National Association of Christian Financial Consultants is an independent organization. Membership does not represent an endorsement of the advisor of any kind, and does not imply or guarantee investment success.

Personal

Born and raised in Delevan, NY, Chris continues to make his home there with his wife, Amy, two kids, Grace and Matthew, and their dog, Copper. Chris and Amy are active members at Delevan Baptist Church, taking on various roles, including Small Group Leader and Chairman of Deacons. In his spare time, Chris enjoys deer hunting, archery, golf, and spending time with his family.

Have a Question?

Thank you!
Oops!