Chris began his career in the legal field, specializing in estate planning and corporate law. He now applies this knowledge and experience to providing advanced estate planning strategies, business succession plans and wealth management and retirement advice. Chris has been a featured speaker and instructor on the topic of family succession planning within the automotive dealer industry, and continues to lead seminars for the National Automobile Dealers Association (NADA) Academy.

With over 25 years of experience in the financial services industry, Brian has largely focused his practice in the employee benefits space, helping employers and employees to pursue their financial objectives in a sustainable, cost-efficient manner.