As an independent advisor, I am able to pick out the best product that suit your unique situation.
Chris Geldert CPA, CA, CLU, CEA
Navigating corporate structures and the insurance world can be difficult. I specialize in assisting business owners protect, realize and transfer the value of their business and corporate wealth. I guide owners through the process and work with their various professionals to ensure solutions implemented properly manage risks and maximize benefits. Above all, I work to earn your business.