Business Description

Chris’s career in financial services began over 20 years ago as a financial adviser. Focusing on helping small business owners and families to establish and implement retirement saving-distribution, wealth transfer, and asset protection strategies where he won industry and company awards for production and client satisfaction. We specialize in Medicare, Medicare Supplements & Advantage Plans, Individual Health & Small Group plans.

After a personal practice, he worked with one of the largest brokerage general agencies in the nation. This was a wholesaling role that lasted a large portion of his career. One of the highlights of his career was his position as Regional Vice President for Genworth Life Insurance. Working with national accounts in the Bank and Wirehouse division he covered a four-state territory. At Genworth, his primary focus was to help assist and train his advisers through seminars and face-to-face appointments with the adviser's retail clients.

Areas of specialization include Health, Medicare, Life, Long Term Care, Annuities, Business, Auto & Home Insurance.

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