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Harmony Trail Financial Services

Harmony Trail Financial Services

Owner/ Registered Representative with Cetera Advisors

(585) 746-0979
chris@harmonytrailfinancial.com

After graduating from Indiana University in 2003 Chris explored the financial industry at Paychex and LifeMark Securities.  In 2005 he decided to proceed with becoming a licensed life, health, and disability agent and became a registered representative with FINRA in 2006. After 3 years of working for a local firm, Chris felt he could offer his clients a more robust and individualized product line by becoming an independent representative.

 

He currently works as a Registered Representative with Cetera Advisors LLC in Fairport, NY where he and his wife Becky bought a house with an in-law apartment.  They live there with their two girls and their complicated southern hound Cash (like Johnny). His parents live downstairs and he couldn’t be luckier to have their presence in his daughters’ lives. They are all proud Red Raiders and as a family, they are active in their faith community, the village, and school events, they value the opportunity to cook and serve monthly at St Joe’s house of hospitality in Rochester NY.

 

Chris is an avid sports fan, although a busy household has tempered his viewing time, he keeps close watch on Yankees baseball and 49ers football news. 

 

You can imagine, living in close proximity to 3 adults, 2 girls, and the dog has built an ability to support a host of personalities and meet multiple objectives with sensitivity and grace.  No situation is too complex for him.

 

He looks forward to helping you and the adventure you live in create a financial path to help fulfill your hopes.