Financial Education Advisor
Chris is a Certified Personal Finance Counselor (CPFC®), providing one-on-one investment consultations to retirement plan participants. Prior to joining Spectrum Investment Advisors, Chris worked at Fiserv and U.S. Bank as a financial services technology consultant. He earned a Bachelor of Science degree from UW-Madison and holds the Investment Adviser Representative license (Series 65).
*CPFC®, The Certified Personal Finance Counselor® provides professional development and training for those with consumers in a one-on-one setting. Certification ensures that individuals have been trained and tested in counseling skills and the fundamentals of personal finance management.