Meet Christopher. He started his career in the restaurant industry, where he learned the value of customer service, attention to detail, and building relationships. This foundation in service excellence has shaped his approach to working with clients, ensuring that every interaction is positive, helpful, and focused on meeting their needs.
Christopher transitioned into insurance and financial services with a clear mission: to help people navigate important decisions and find solutions that provide security and peace of mind. He holds a Life, Health, and Annuities license, enabling him to assist clients with their insurance needs. Currently, he is pursuing a securities license to expand his ability to serve clients with a broader range of financial planning services. His commitment to continuous learning and professional development reflects his dedication to providing the best possible service to those he works with.
Christopher's approach to client relationships is built on genuine care, clear communication, and a focus on understanding each person's unique situation. He believes that financial planning should be accessible, understandable, and tailored to individual goals and circumstances. Whether you're exploring insurance options, planning for the future, or have questions about your financial strategy, Christopher is here to provide guidance, answer questions, and help you feel confident in your decisions.
When he's not working with clients, Christopher values time spent with friends, family, and his dog, Duke. He enjoys outdoor adventures, enjoys history and visiting historical sites, and appreciates the balance between work and life. This appreciation for meaningful connections and experiences informs his work, as he understands that financial planning is ultimately about protecting and supporting the people and things that matter most to you.