Chris is a partner at ZENITH RETIREMENT and the CEO and founder behind TRUADVICE, a platform he built to help independent advisors achieve and accelerate their dreams without sacrificing life-work harmony.
After spending 18 years at Global Financial Private Capital as managing director, where he helped recruit, train, and mentor over 500 independent fiduciary advisors. During his time there, the company grew from $200 million to over $5 billion by 2016, when it was sold to a private equity firm.
As he continued on his consulting and mentorship path, he noticed a gap in the industry — there wasn’t a great place for successful wealth managers to grow and shape their futures independently. It was then that he had an aha! moment — and decided to embark on his TRUADVICE and ZENITH RETIREMENT path.