As the Client Services Manager Chris works with clients to set up Asset-Managed accounts. He also assists them with any service requests related to those Asset-Managed accounts. He prepares and sends the clients financial proposals relating to their new financial plans. Chris also assists clients with Rolling over Qualified accounts into new Asset-Managed accounts.
Chris graduated in May of 2022 with his bachelor's in Anthropology at James Madison University.
He has been with Sterling for 7 years now.
Chris has played the violin for 12 years, has a brown belt in karate and judo, enjoys crocheting, and is an avid online gamer.