About Christopher
I am a Private Wealth Advisor for Ameriprise Financial. Prior to Ameriprise, I worked for Paychex consulting small business owners as to what retirement plan would suit their individual needs. My expertise is in personal financial planning which covers areas such as retirement income strategies, retirement plan distribution, investments, tax management strategies, wealth preservation strategies, estate planning strategies, small business, protection planning/family security and executive compensation and benefit strategies.
Education
Bachelors
Licenses
Series 63
Series 7
Other Credentials
CFP®
ChFC®
IBF Designations
CFS®
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Certified Fund Specialist
Deep, practical knowledge of mutual funds, ETFs, and managed portfolios.
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At a Glance
IBF Designations
1
Member Since
1999
Other Credentials
2
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Practitioner-Reviewed education since 1988
Profile verified · March 2026
Understanding Credentials
What makes an IBF-designated advisor different?
1988
Established track record
Founded by a practicing financial advisor who believed designations should teach practical skills, not just theory.
CE
Ongoing requirement
IBF-designated advisors maintain credentials through continuous education, keeping knowledge current.
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