Chip began his investment industry career in 1996 and joined Stifel in 2022.  He believes there are three attributes most important when working with a financial advisor:  honesty, experience, and credentials.  Chip is an advocate of explaining the wealth management process and investments in a language his clients understand. 

Chip has seen the financial industry change over the years and knows there is more to building a portfolio than just investing money.  His clients call on him for guidance, whether it’s planning for retirement or deciding on the best strategy to pay for their children’s college.  He believes that a key to financial success is through creating a comprehensive wealth management plan; however, most individuals find it overwhelming.  Chip guides his clients through the process every step of the way as they pursue their financial goals and as life changes occur. 

Chip earned the CERTIFIED FINANCIAL PLANNER™ certification from the Certified Financial Planner Board of Standards Inc., which identifies those individuals who have met the experience requirements of the CFP^® Board, have successfully completed financial planning coursework, and have passed the CFP^® Certification Examination.  He holds Series 7, 31, 63, and 65 securities licenses. 

Chip has been happily married to his wife, Jennifer, for 21 years and has three children he adores.  Eleni attends Bowling Green State University, and Sadie and Gavin both attend Victor Senior High School.  In his free time, Chip enjoys snowboarding with his kids at Bristol Mountain and playing pickleball in the warmer months.  He is a Buffalo Bills fanatic and loves gathering with friends on Sundays to watch the big game.