As a registered representative of the INVEST Financial Corporation, Chris serves Members as a Financial Advisor through the RCU Investment & Insurance Team at the RCU Woodward Office.
Chris joined our team in 2014 with over 15 years’ experience serving families and businesses in the Chippewa Valley with a diversified range of investment and insurance concepts. Chris began working with his father and is a third generation advisor. He holds his FINRA Series 7, 63 & 66 securities registrations and Life, Accident and Health insurance licenses.
Chris is committed to helping our Members save, protect, and invest their money. He can assist with a variety of investment options, including mutual funds, 401(k)/pension rollovers, IRA transfers, business retirement plans, college savings plans, long-term care, life and disability insurance, as well as tax-deferred annuities.
He believes in building client relationships by working with Members to identify short and long term goals, create a personal financial plan, and design strategies to achieve goals. Whether your goal is growth, retirement income, or a child’s education, Chris is always available to help you make more informed decisions about your financial future. He offers a no-obligation financial review.
Chris is an active volunteer with United Cerebral Palsy, and is actively involved with church ministry. He, his wife Andrea, and their children live in Cadott, WI.
Registered representative of INVEST Financial Corporation, member FINRA/SIPC. INVEST and its affiliated insurance agencies offer securities, advisory services and certain insurance products and are not affiliated with RCU or RCU Investment & Insurance Team. INVEST does not offer tax advice. Products offered are: NOT NCUA insured • Not a deposit guaranteed by the Credit Union • May lose value including loss of principal amount invested