Senior Vice President, Fiduciary Consultant
124 Verdae Blvd
Suite 504
Greenville, SC 29607
Direct: 803.787.4015
Fax: 864.288.5218
Senior Vice President, Fiduciary Consultant
Chip specializes in consulting with employer sponsored retirement plans of all types. He meets with fiduciary committees, employee groups and individuals to discuss their retirement goals. He also works with municipalities on their fixed-income investments according to the state regulations, as well as foundations and endowments regarding their asset allocation and spending policies.
Having been in financial services since 1989, Chip brings diversified knowledge and experience to his consulting and investment advisory clients. Chip started as a Commercial Banking Relationship Manager then transitioned to Trust and Investments with a national financial services firm. The relationships he established with his business clients were the foundation of his desire to work in concert with their individual goals and objectives. Throughout his career, he has worked for an independent RIA/TPA and co-founded his own boutique consulting and investment advisory firm. In order to be successful Chip also fosters relationships with centers of influence like accountants, lawyers, and other intermediaries across the southeast. Chip enjoys servicing the corporate and personal relationships he has maintained over the years.