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Managing Director - Financial Advisor, Senior Portfolio Manager - Portfolio Focus
I am very proud to be recognized as one Barron’s Top 1,200 Financial Advisors in 2019, 2020, 2021, 2022 and 2023. Additionally, I have been named a Forbes Best-In-State Wealth Advisor in 2022 and 2023. I am pleased to be a part of this respected group—because it means I’m serving my clients well.
Chip helps create financial security and peace of mind for individuals and their families. He accomplishes this by integrating their personal values into their wealth planning and providing his clients with a high level of service that meets and often exceeds their expectations. Investors benefit from his customized approach to managing their wealth because it helps address their current financial needs and achieve their long-term goals.
With trade relations more fragmented and the potential for a great power rivalry between the U.S. and China, investors need to be ready for a new paradigm.
Read GI Monthly »
November 2, 2017
Interest rates will … fluctuate; your investment strategy shouldn’t
May 10, 2022
Social Security: At a glance
June 5, 2023