Chris drives the strategic initiatives of the Redwood Retirement Platform by sharpening processes and to build out the value proposition that our team’s collective expertise delivers through our solutions with Redwood Tax Specialists. Working directly with our Chief Actuary, Chris helps manage the actuarial side, and analytically synthesizes the key information to help our partners and clients understand the balance of accumulating retirement benefits, the funding of those benefits annually and over the life of the plan, to the resulting tax advantages of their funding plan.
Chris earned a Bachelor of Science in Business Finance and continued his career education with the American Society of Pension Actuaries. He is a certified Cash Balance Consultant and assists with the outlook of our client’s retirement plans and tax implication, while directing the operational processes of our team.
Chris and Jeff collaborate heavily with the actuarial team to look at strategies and tactics that can be used for cutting-edge designs, which we often find are superior to those of Main Street firms. Extensive experience enables Jeff to custom fit very high-end solutions for each particular business owner or ownership group. The premium solutions they craft cannot be beat.