Senior Vice President, Investments
Chip’s approach is one of professional respect and friendship, combining openness with honesty and genuine concern for his clients’ economic welfare. He specializes in the unique financial challenges facing individuals approaching retirement, focusing on overall financial management and the creation and protection of wealth.
Chip’s objective is to effectively assist his clients in achieving several goals:
1. Maximize wealth accumulation while managing tax considerations;
2. Maintain current lifestyle and independence throughout their retirement years; and
3. Reduce or eliminate estate taxes to beneficiaries and heirs.
The foundation to achieve these goals is built on a relationship of integrity, trust and service.
He has served as a Dave Ramsey SmartVestor Pro for two years along with his business partner.
“I offer my clients more than 30 years of INVESTMENT SERVICES experience. I follow a disciplined process of assessing my clients’ financial needs, setting and prioritizing goals and implementing financial strategies.”
Chip is a native of Knoxville, Tennessee and graduated from the University of Tennessee with a Bachelor of Arts degree. He has been married to his wife, Beth, for 38 years and lives in Longwood, Florida.
Chip holds FINRA Series 7, 63, and 65 licenses as well as life, health, and annuity insurance licenses.
Background and qualification information is available at FINRA's BrokerCheck website