Chip's illustrious 32-year career as a financial professional commenced in 1992 with the esteemed Dean Witter, which has since become Morgan Stanley. Leveraging his extensive experience, Chip has honed his skills in wealth management and focuses on crafting meticulous retirement plans for his clients.
Chip received his Bachelor of Science in Business Administration with an emphasis in Finance from the Eller School of Management at the University of Arizona. In 1997, Chip zealously pursued his financial education and earned the prestigious Certified Financial Planner™ (CFP) certification, significantly augmenting his professional focus across various domains, such as estate and income tax planning strategy. Since 1998, Chip has been recognized each year for outstanding performance within Morgan Stanley through membership in the Firm’s Masters Club - an elite group composed of the firm’s top Financial Advisors.
Chip and his beloved wife Kelly have been happily married for nearly thirty years and have three beautiful daughters together. Nestled in the enchanting locale of Tucson, Arizona, their shared passions encompass an array of delightful pursuits, from globetrotting adventures to invigorating activities like running, golfing, and skiing.
Morgan Stanley and its Financial Advisors do not provide tax or legal advice. Individuals should seek advice based on their particular circumstances from an independent tax advisor.
Services Include
- Wealth Management
- 401(k) Rollovers
- Asset Management
- Cash Management
- Corporate Bonds
- Financial Planning
- 529 Plans
- Lending Products
- Planning for Education Funding
- Qualified Retirement Plans
- Retirement Planning
- Sustainable Investing
- Foreign Exchange
Securities Agent: KY, IA, WI, UT, NE, MS, AZ, VT, TN, PA, OH, MI, MA, HI, OR, MD, ID, GA, NV, NM, NJ, FL, CO, AR, AK, SC, WY, MN, CT, CA, WA, SD, MT, MO, LA, DE, TX, RI, OK, NY, ND, NC, VA, KS, IN, IL; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1290543