Christopher Neece, Financial Advisor, is an experienced and Registered Investment Advisor Representative (Series 65), Registered Representative (Series 7) and independent insurance agent offering products from some of the Nation's largest insurance companies.
Chris has been in the retirement and insurance industry since 2000 and spent a large part of his career as an advisor for institutional retirement plans and employer-based retiree healthcare trust accounts. After being diagnosed with cancer in 2018, Chris altered his primary focus to advising on insurance related issues based on his experience during his recovery. Now being cancer free, Chris is passionate about incorporating all of his experience to assist clients understand how their assets can work for them while using insurance planning to protect their wealth.
Chris's expertise in investment asset allocation strategies, insurance protection, retirement income planning and employee benefits helps guide his clients in the management and protection of their wealth. He looks forward to building close professional relationships with individuals and small businesses based upon integrity and trust.
Chris and his wife, Laura, have been married over 20 years and reside in Pickerington, Ohio. They are proud parents of three wonderful children, and their dog Roxy. Chris and his family love spending time together, watching OSU football, baseball, traveling and outdoor activities. Our clients are encouraged to call or email Chris for assistance on any questions or issues.