Series 6 license; Series 63 license; Series 65 license*
Chris began working at HB Retirement in 2022. He joined the company after working as a Sr. Client Relationship Consultant at an industry-leading recordkeeper. In another role, he also served as a wholesaler for qualified and nonqualified deferred compensation plans. His areas of experience include investment consulting, fiduciary liability consulting and plan design. He studied business administration at the University of Lynchburg.
Outside of work, Chris spends time with his wife and three kids. He enjoys playing golf, skiing and being at the beach. He loves taking his Jeep off-roading and fixing and building things around his home.
*Chris holds the Series 6 and 63 securities registrations with LPL Financial and the Series 65 registration with HB Retirement.