About Chris

Chris Becker is a Relationship Manager at Everhart Advisors. Chris has nearly 4 years of experience in the financial services industry and has been with Everhart Advisors since 2020.

Prior to his role as a Relationship Manager, Chris built thousands of Fiduciary Plan Reviews for all three Everhart Advisors’ locations and had the opportunity to analyze the inner workings of each plan. During this time, Chris contributed to the establishment of procedures for the Retirement Plan Investment Committee, which currently oversees the retirement plan assets in our 450+ retirement plans. Chris continues to actively participate in managing the committee’s operations.

Currently, Chris works with small-to-medium-sized businesses to maximize the utility of their corporate retirement plan and helps create efficiencies in their plan operations to improve participant outcomes. Chris believes through costs and fee transparency, plan design, and participant education every business can run a successful retirement plan.

Chris has earned professional designations from the American Society of Pension Professionals and Actuaries, the National Association of Plan Advisors, and Center for Fiduciary Studies such as: Qualified 401(k) Administrator® (QKA), Certified Plan Fiduciary Advisor (CPFA®), and Accredited Investment Fiduciary® (AIF®). Chris has also passed the Series 65 Uniform Investment Adviser Law Exam issued by the North American Securities Administrators Association (NASAA).

Chris has a Bachelor of Science degree from the Max M. Fisher College of Business at The Ohio State University, with a specialization in Finance. In addition to earning his degree in three years, Chris was an active member of The Ohio State University Marching Band.

Outside of his work at Everhart Advisors, Chris serves at his local church on the Connect Team and leads a 45-member traditional British brass band that competes nationally.

^{For more information about professional designations, visit: https://everhartadvisors.com/professional-designations/}