Client Services Representative
Chris has been in the financial services industry for 17 years and began his tenure with Investors Security Company in 2007 in an administrative capacity. He works closely with Bruce in various areas such as client servicing and account management.
Chris currently facilitates retirement plan asset rollovers and implementation of Bruce’s asset management strategies. These strategies are designed by Mr. Jackson and are tailored to each client’s specific circumstances. Chris has worked in a support capacity with advisory products, mutual funds, variable annuities, and brokerage accounts throughout his career.
Chris graduated from George Mason University with a B.S. in Psychology. He is Virginia Beach native and lives in Williamsburg with his wife Katherine and their two children, Chloe Rose and Jackson.