Chip’s role is to align the outcomes advisors and their clients want with insurance solutions to create more certainty for everyone. He improves the lives of advisors by (1) helping them deliver more value to their best relationships (2) enhance their profitability and (3) simplify the complex nature of insurance solutions to identify the right and best solutions. Chip enables an advisor to stay focused on their core competencies so they enjoy what they like most while also taking better care of their best clients by expanding the solutions they are delivering. Chip is an expert in risk management planning with life and long-term care insurance plus fixed, indexed and variable annuity opportunities. Chip focuses on three areas when aligning with advisers: (1) assisting advisers to identify existing opportunities that align with the outcomes the adviser wants (2) assisting advisers to create the best client experience so the clients are more likely to take action and execute the solutions that give them the results they want (3) assisting advisers through every step of the planning process so they are prepared to execute all steps with confidence and achieve positive outcomes. He is based out of their Scottsdale, AZ offices and works with life licensed advisers, CPAs, and attorneys throughout the US. The C.O.R.E Group is an independent insurance general agency that focuses on providing comprehensive turn-key tools and the support coaching necessary to help financial professionals create and capitalize on the planning opportunities for the risk management portfolios of their clients. They offer comprehensive case design support and case management processes (including underwriting analysis and case staging) to reduce the stresses of and increase the efficiencies of moving these solutions through the entire process – from client identification – discovery – solution design – implementation – to submission and approval.

He successfully recruited independent financial advisors throughout the Southwest to join LPL.He had a lot of exposure to talented advisors and learned a great deal about what was required to become a successful independent financial advisor as well as how to manage the business aspects of running a profitable practice.

He was on the ground floor of developing and building their employee based wholesaling model of distributing variable annuities to independent financial advisors. He went from zero sales in the territory to $13MM in just nine months, but the business unit was then closed. This was due to the severe drop in the economy and travel restrictions after the attacks on Sept. 11, 2001. Allstate Financial Distributors, Inc., the parent company, decided to suspend this business venture and 120 employees were laid off. He learned how to successfully wholesale financial services products, graduated the Sequoia Training program, and was given his first experience of effectively managing his time and activities working from a home based office.

Chip was a retail broker who managed a successful practice of over 200 clients and $25,000,000 under management. After only two years of being in the business he achieved an officer's title. He was continually recognized for outstanding performance and focused on managing well diversified portfolios structured to maximize return and minimize risk. He had exceptional performance working with IPOs and fee based asset management programs.