Member Spotlights
Read this month’s Member Spotlight, as well as previous spotlights, and learn more about the community of success-minder advisors like you; committed to life-long learning, adherence to ethical standards, and the advancement of the financial advice industry.
Meet Your Peers in the Investment & Wealth Institute
Christopher Reynolds CIMA®, CEBS, CRPF, CPPT, CPP
Owner, President, Fiduciary Services Unlimited LLC
Member since 1996
What inspired you to join the Investments & Wealth Institute initially?:
I initially joined as a way to learn and hone my craft. The programming has always contained interesting sessions with quality speakers.
How has the Institute shaped your career over the years?
The Institute has been influential in my career by providing a reliable source of good information and by offering a platform to network with other investment professionals nationwide.
Looking ahead, what do you hope the future holds for the Institute?
I hope the Institute continues to grow and innovate like it has over the past 40 years. They have kept us at the forefront of industry trends and business developments. The next generation of advisors will continue to need them as a resource.
What do you like to do for fun?
I teach online and live classes on whiskey as well as co-host a podcast on the topic. It is a fun distraction.
What is something not many people know about you?
I have several whiskey designations which has contributed to my growing collection of bottles. It is all for research, of course!
Can you share one of your favorite memories from an Institute event or program?:
I attended a session early in my career on how to provide consulting services to nonprofits. As a result of the impression it made, I have spent most of my personal life and professional career, working with nonprofits in some fashion. It is some of the most rewarding work I do.
What is the best vacation you've taken?
I was fortunate to spend a few weeks touring Ireland and Scotland with family. I'm a fan of whiskey and eventually all roads lead back to those countries. It was fun exploring some of the old distilleries and sharing of my knowledge with the group.
Past Spotlights
Did You Know?
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