Chris Vincent is an Accredited Investment Fiduciary (AIF). Chris’ background as an AIF is a great fit with Covenant’s mission to place the client’s interests first at all times. He enjoys investing in the lives of our clients by identifying and understanding their objectives. In turn, Chris works hard to provide proactive solutions to get our clients to where they want to be. In addition to individual planning, Chris has professional expertise in Qualified Plans for small businesses. Through Covenant’s resources, Chris is able to provide creative plan design that is compliant and cost effective. As part of our investment committee, Chris is part of the team that delivers investment solutions to our clients.
Chris started in the Financial Services industry in 2007. He entered into the industry with a passion for the science of finance. He worked for a regional bank, primarily servicing institutional clients. Chris joined the Covenant team in December of 2010. Chris maintains his series 7, 63, and 65 securities registrations with LPL Financial in addition to life and health insurance licenses.
Chris was born and raised in Kennett Square, Pennsylvania. He is a Dean’s List and Cum Laude graduate of Messiah College. During his time at Messiah College, he was a member of the Messiah men’s soccer team and won three NCAA Division III National Championships. Chris lives in Newark, Delaware, with his wife, Jenna, daughters, Avery and Eleanor, and their Wheaten Terrier, Macie. In addition to spending time with his family, Chris enjoys running, cycling, surfing, reading and playing golf.