A.W. “Chip” Stites.
Retired: CFP, Investment Specialist. Previous Licenses: Series 7, 24, 53, 60, 65, AND 66. RR, Registered Investment Advisor.
Mr. Stites began his financial services career in 1978 selling life insurance door to door in the coal fields of West Virginia. Asking simple questions, he realized quickly that what people wanted was to understand how to save money effectively and efficiently. So began a journey that has lasted to this day. After getting multiple designations and licenses he began learning the inner workings of insurance, annuities, mutual funds, exchange traded funds, closed end funds, stocks, preferred stocks, and bonds, among others. His curiosity about the seeming complexity of his chosen profession led him to read the experts of the age. Graham, Lynch, Buffett, Siegel, Lichtenfeld, Bogle, Bahnsen, Sinek and others. His desire was to find a simple, inexpensive, easily understandable, repeatable method of investing that average person can use exclusively to their own benefit. In 2015 he sold his business to Evan Cole as he continued his search. Having created and refined a method of investing anyone can use effectively and efficiently; he has gone back to work with Evan to assist him in helping others succeed financially.