Chris joined Haven Wealth Group in January 2021. He has over 15 years of financial service experience on the Schwab Retail and Schwab Advisor Services platform. He also brought in $672 million dollars of new registered advisors’ asset to the Schwab Advisor Services platform in a one-year period as a Business Development Officer. While serving as Relationship Manager at Schwab Advisor Services for over 10 years, Chris was responsible for $11.5 billion of registered advisors’ assets.
Chris earned a Bachelor’s of Science Degree from the University of Florida and earned a Master’s of Business Administration from the Southern New Hampshire University. He is a two-time Schwab President’s Club recipient. Earned his Series 65 designation, 2004