About Me

Chris has amassed more than three decades of experience providing investment and retirement planning to individuals, families, charitable organizations, and businesses both large and small. He began his financial services industry career as an intern while attending The University of Michigan-Flint. Chris pursued his passion for helping clients by formally training as a Financial Advisor with Prudential Securities. He later worked at Roney & Company and Raymond James prior to joining B. Riley Wealth Management in 2010 before transitioning to Stifel in 2025. Chris holds Series 7, 63, and 65 securities licenses.

Chris has worked closely with a wide range of clients, ranging from large corporate retirement plans with complex needs to recent college graduates looking to develop their first investment plan. With access to Stifel’s high-caliber resources – including research analysts and economic and market strategists – he is prepared to help his clients make informed investment decisions based on their needs and risk tolerance. Whether it is developing strategies designed to address their retirement, education, income, wealth preservation, or wealth transfer objectives, Chris is focused on helping them establish and pursue their financial goals.

Away from work, Chris and his wife, Amy, enjoy golfing, skiing, and spending time in beautiful Charlevoix, Michigan. Chris and Amy live in Fenton, Michigan. They have four grown children and are soon to be grandparents.