Chris Lester

As President & CEO, Chris has over 30 years of experience in the financial industry. Chris focuses on comprehensive planning for families, business owners and executives. He has helped hundreds of families take a commonsense approach to their financial planning. Chris holds the Chartered Financial Consultant (ChFC®), Retirement Income Certified Professional (RICP®) and Certified College Planning Specialist (CCPS®) designations from The American College. He also achieved the NSSA (National Social Security Advisor) Certificate which qualifies him to help retirees select the best time to access social security benefits. Chris recently completed his Certified Long Term Care designation (CLTC®) to better help his clients navigate extended care of a loved one and their families. The National Social Security Advisor (NSSA) certification was obtained on 12/7/2022 by completing eight hours of coursework, passing a certification exam. Certificate renewal requires sixteen hours of biennial continuing education and payment of a fee. The NSSA certification is not affiliated with or endorsed by the Social Security Administration or any other government agency. More information regarding the certification can be found at https://nationalsocialsecurityassociation.com/become-an-advisor/.