Firm Principal
Chris began working with George Edmiston in 1999 and is one of the founding members of CIC. Before joining the firm, he worked for Bank of America in its Corporate Finance Department. Chris is a native of the Charlotte region and graduated from the University of North Carolina at Charlotte with a BS in Business Administration. He holds FINRA Series 7, 24, 63, 65, and 99 licenses as well as his life and health insurance licenses.
Chris focuses his efforts on individual clients as well as corporate retirement plans. His clients include executives, small business owners, physicians, medical practices, and multi-generational families. Since each relationship is unique and important, Chris takes the time to fully understand each client’s individual needs in order to develop a tailored and appropriate plan. His primary goal in establishing such a plan is to provide his clients with peace of mind and to reduce stress that may come when thinking about their financial future.
Outside of work, Chris enjoys spending time with his family, gardening, hiking, traveling, and photography. Chris and his wife, Christie, live in Fort Mill, SC with their two children.