Chris joined Members Trust Company in 2020 and co-manages MTC portfolios in Florida and Iowa. Chris brings 12 years of financial market experience to Members Trust Company and earned the prestigious Chartered Financial Analyst® designation in 2016, the CERTIFIED FINANCIAL PLANNER® certification in 2020, and the Chartered Advisor in Philanthropy® designation in 2022. He has also earned his Series 7, 63, 65, 66, 86 and 87 licenses from FINRA.