Broker Check

At our firm, we have the client—and only the client—in mind.

Back in 2003, when Chris entered the financial industry he was asked to come up with a mission statement.  He came up with "I will never tell you to do what I wouldn't tell my own family."  Fast-forward 20 years later and Chris has many families that have multiple generations with him as their advisor; a fact that Chris is tremendously proud of. As it turns out, if you do the right thing for people all the time, they send you their friends and family. 

Because of this, Chris's business has grown to the point where in July of 2021, he partnered with Stephen Schultz, who has been in the industry for 17 years. Together, they continue to provide the same personalized attention to which their clients are accustomed, while now offering a broader line of products and services. In addition, Osaic Wealth, their new broker-dealer, offers advanced technology solutions to increase efficiency and productivity. With better technology, deeper support, and streamlined operations, Chris and Stephen are equipped to provide the very best of service to all of their clients now and for future generations.

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.