Honored to be a Barron’s and Forbes Award Recipient

I am very proud to be recognized as one of Barron’s Top 1,200 Financial Advisors in 2021, 2022, 2023 and 2024. Additionally, I have been named a Forbes Best-In-State Wealth Advisor in 2022, 2023, 2024, 2025 and 2026. I am pleased to be a part of this respected group—because it means I’m serving my clients well.

Times may change. Commitments don't.

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.

Global Insight Monthly

GI Monthly

Climbing the wall of worry

Financial markets need the reopening of the Strait of Hormuz. This would permit inflation to subside, keep bond yields in check, head off a renewed central bank tightening cycle, and improve the prospects for corporate earnings.

Read more in Global Insight Monthly

 
If your current life or financial situation has changed, or if you simply have a financial question, feel free to contact me.