Early on in his career, Chris was bothered by the fact that despite working hard and finding success, many of his clients were unable to reach their goals. After joining a local investment club to learn more about investing, Chris became passionate about harnessing the power of the stock market for other investors. Since joining Hickory Asset Management in 2015, Chris has been working to create custom financial plans designed to help clients reach their goals.
Chris is originally from Wisconsin and earned his degree in accounting from the University of Wisconsin-Milwaukee. He later went on to become a Certified Fund Specialist® and also received his Certified Financial Planner® designation. Chris’s experience spans more than 28 years and includes many different areas and roles within financial services like individual & corporate tax, insurance services, investment management, financial planning and managing branch offices. He has also worked with well-known financial firms including TD Waterhouse, TD Ameritrade, and The Mutual Fund Store (now Financial Engines).
The desire to help others goes beyond the office for Chris. He enjoys giving back to the community as a member of the Hillcrest Sunrise Rotary Club. Rotary is a way to impact the community and the world by raising money and donating time for community based programs like the Cleveland Food Bank, Meals on Wheels, and others. Chris is an avid Cleveland sports fan and also enjoys playing golf.