Chris brings more than 25 years of experience in the financial services industry to First Wealth Advisory, Inc.. He began his career as a PGA Golf Professional where he learned the value of customer service and developing relationships as well as the benefit in being able to communicate the complex in simple to understand terms. Chris began his financial services career in 1998 as a Registered Representative with New England Financial where he enjoyed successfully selling to the professional and business markets. Later he became instrumental in the formation of a firm specializing in asset protection strategies for physicians and professionals. Chris founded First Wealth Advisory in 2005 where he is passionate about working with individuals, their families and businesses developing customized Wealth Management Strategies, Financial Plans and Risk Management Portfolios.
One of Chris’s priorities is to provide credible advice and counsel to ensure his clients live the life they want to live with the ease and assurance they deserve. Through First Wealth Advisory as an Investment Advisor, he is able to provide entire balance sheet oversight and consolidated reporting regardless of where or how assets are managed. He offers open architecture products and services with no prescriptive solutions, focusing on his clients’ individual situations and goals.
Chris teaches Retirement Planning Courses and Social Secuirty Workshops through local park districts, libraries and universities around Chicago. He was Certified with the National Social Security Association, LLC, which allows Chris to counsel clients on the best way to claim Social Security Benefits.
Chris was a PGA of America Member and enjoys teaching the game of golf to athletes of all ages, is an avid golfer with a 0.3 index, enjoys pheasant hunting, shooting skeet and is involved in a men’s prayer group. He lives with his family near his office in St. Charles, IL where they attend St. Marks Episcopal Church. in Geneva, IL.
Check the background of this Investment Professional on Investment Advisor Public Disclsoure.
Address: 40W222 La Fox Road, Suite F1 / St. Charles, IL / 60175
Office: (331) 901-5950
Fax: (888) 600-8651
Copyright 2024