Christopher Sloan

Background

About Christopher Sloan

Chris Sloan has been a Financial Advisor since 2002. Chris recently joined Post Resch Tallon Group to expand the services, offerings, and efficiencies for his clients. Chris focuses on helping guide individuals, business owners, and executive clients through a customized coordinated financial strategy to meet their specific goals and objectives. Chris follows a simple approach, “If I were in my client’s situation, what would I do.” Chris has assembled an experienced team to help with his practice. Chris works in helping to guide individuals and business owners, coordinating with their tax and legal professionals, through the complex tax code in large to midsize estates, for financial planning and wealth accumulation strategies. The team consists of individuals who are trained on client service, methods, culture, systems, and concepts to bring together the coordinated plan, implement the plan, and provide ongoing support. Chris graduated in Accounting from the University of Notre Dame in 1996 and obtained his M.B.A. in Finance from the William E. Simon Graduate School of Business at the University of Rochester in 2001. Chris lives in Rochester and enjoys spending time with his five children and an occasional round of golf.