Chris joined Lincoln Financial Advisors in 2001 and specializes in comprehensive financial planning for high net worth individuals with an expertise in estate planning. He currently holds the CFP® certification and ChFC designation in addition to also holding the FINRA Series 6, 7, 63 registrations and state Life, Health and Annuity licenses. In 2008, he was promoted to Senior Case Manager. At that time, he also joined the Sagemark Consulting Private Wealth Services Group and served as an Advisory Specialist. In 2009, he was promoted to Director of Planning. He currently serves on several National Teams, including the Estate and Business Planning Committee, FCM Testing Committee, and also serves on the Lincoln Financial Network Team. Chris is a graduate of the University of North Florida with a bachelor's degree in Business Administration. Prior to that, he was a financial analyst at Merrill Lynch.