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 2021, 2022, 2023 and 2024. Additionally, I have been named a Forbes Best-In-State Wealth Advisor in 2022, 2023, 2024, and 2025. 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.
Running up debts to buy foreign goods is unsustainable in the long term. Identifying the problem is simple, but we see no easy or quick escape for the U.S. from the imbalances built up over the last four decades. Read the Global Insight Monthly »
November 2, 2017
Interest rates will … fluctuate; your investment strategy shouldn’t
May 10, 2022
Social Security: At a glance
May 19, 2025
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