General Info

Using TAX EFFICIENT STRATEGIES, we work comprehensively with our clients to implement the "8 Wealth Management Issues" all under one roof. To help reduce risk and to increase the opportunity for success in you reaching your goals, we follow a disciplined approach on using these 8 Wealth Management Issues that our experience shows are most important to our clients at some point in their lives. Chris is backed by a team of professionals at Cetera Financial Specialsists. He delivers solutions in a personal way that reflects his passion about his practice and how he is able to assist people with their financial decisions.