Our Firm

Client Centric Advisors is a full-service Wall Street Caliber Financial Services Firm but with a hometown feel. We believe that everyone should receive the same high-level investment performance and service, but without the high fees or large account minimums. Client Centric Advisors also feel that a plan is a powerful tool. Reaching your short and long-term financial objectives hinges on having the right plan -- one that fits your unique circumstances and grows with you.

Planning your financial future can be a daunting task. That is where Client Centric Advisors comes in. We are trained, licensed professionals, and we draw on years of financial planning experience when creating a short or long-term strategy. Whether your concern is: saving for a new car, planning for college, paying too much in taxes, or not having enough money to last throughout your retirement, we can help.

Give us a call, our world revolves around you.

 

Our Team

Mr. Chris Dunham is a Partner at Client Centric Advisors. He is also a Principal at National Brokerage and President of NB Private. Dunham has been a leader in the insurance and financial services industry since 1989 holding various positions from Agent to Senior Management for several major companies such as Prudential, Canada Life, Penn Mutual, and Aviva. Dunham specializes in multi-channel distribution via Family Offices, Law Firms, Accounting Firms, and Wealth Management Firms with extensive knowledge in the advanced planning arena, particularly Leveraged Strategies. Mr. Dunham also holds Series 7 and Series 24 Securities Licenses. Areas of expertise include but are not limited to Estate Planning, Succession Planning, Premium Financed Insurance, Custom Tailored Wealth Management, and Intergenerational Family planning

 

Mr. Von D. Cook II is a Partner at Client Centric Advisors. Von has been registered in the Securities Industry since 2001. He has worked with top tier firms such as Morgan Stanley, ING Financial Partners, and Cambridge Investment Research. He specializes in active asset management and comprehensive financial planning. Mr. Cook is an Accredited Investment Fiduciary®. He also holds Series 7, Series 24, Series 66, Series 31, and State Insurance Licenses.

 

 

Caren Gaesser is a Client Support Associate at Client Centric Advisors. Caren earned a degree in Microcomputer Systems Management and previously worked in the Wireless Telecommunications industry. In addition to administrative experience, Caren was a business owner and entrepreneur for 15+ years prior to joining the staff at Client Centric Advisors.

 

 

 

Josh Karg is a Client Support Associate at Client Centric Advisors. Josh is a recent graduate from the University of Florida. Josh graduated early with honors, was a recipient of the University Scholar's program, and a recipient of the  Daniel J. Koleos Award for conducting undergraduate research abroad.