Chris obtained his Bachelors degree in Finance, and a Bachelors Degree in Marketing from Ohio University.  Chris holds FINRA Series 6, Series 63, and Series 65 licenses, and has also earned his CERTIFIED FINANCIAL PLANNER™ designation.


Prior to joining CLA, Chris founded and ran a financial planning practice in Cleveland, Ohio.  Chris has experience working with clients to help build their goals based financial plan to help them achieve their needs, wants, and wishes.  In addition to his financial planning background, he has experience in personal insurance planning, business/employer benefits planning, as well as investment planning.

Upcoming speaking engagements

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Resources and event materials

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