About Me

Chris began his investment industry career in 1990. Over the years, he has guided individuals, families, businesses, and institutions through challenging and rewarding market cycles. As lead financial advisor, he develops the team’s asset allocation strategies and helps clients implement them into customized portfolios that align with their goals. His main focus is maintaining a high level of service to his clients, providing guidance tailored to their ever-changing needs as their lives change and evolve. He holds Series 7, 63, and 65 securities licenses.

In his spare time, Chris enjoys playing golf, spending time with his family, and supporting local charities.

Asset allocation does not ensure a profit or protect against loss.

About Me

Since 2001, Jeff has helped clients identify and prioritize their goals while developing personalized investment plans that address the various aspects of their financial lives. He believes periodic reviews with clients that focus on their goals are essential to developing a long-term plan. He provides cash flow projections and analysis, helps his clients manage their investments, and develops pre- and post-retirement income strategies.

Jeff believes in a balanced approach to investing, using multiple asset classes and investment styles to help diversify portfolios and mitigate risk. He believes preserving wealth is just as important as growing it. He understands the importance of patience, discipline, perspective, and how they all play a part in helping clients pursue the life they always wanted. In addition to wealth planning, he assists the team with investment planning, analysis, and client relationship support. He specializes in conducting research and performing due diligence analyses in selecting professional money managers.

Jeff believes in the importance of doing good, being involved in the community, being respectful, and going the extra mile. He and his family have a long history of supporting their community by volunteering for many charities and local organizations. He attained the CERTIFIED FINANCIAL PLANNER® certification and holds Series 7 and 66 securities licenses.

About Me

Alison joined the team in 2006 and helps clients develop wealth management plans that address their most pressing needs and long-term objectives. She recognizes that the plan you adopt today may require regular adjustments to continually reflect your needs and aspirations of tomorrow. Thus, she believes periodic goals-focused reviews are essential for:

• • Building a plan that evaluates the sustainability of current or future withdrawals
• • Identifying corrective actions you can take today so you are continually on track to pursue your goals
• • Remaining flexible in case your goals or personal circumstances change

Alison is committed to helping clients create a customized strategy to pursue their objectives and adapt in response to changes in market expectations, lifestyle, health, family, work, or finances. She leverages her in-depth understanding of your plan to build a comprehensive plan that aligns with your evolving needs and objectives.

Alison has attained the Certified Plan Fiduciary Advisor®, Certified Investment Management Analyst®, and Certified Private Wealth Advisor® designations and holds Series 7 and 66 securities licenses.