Chester works closely with our clients and is knowledgeable of all aspects of our business. Chester works with Paul on the development of new clients, prepares client presentation materials, assists Carol and Tom with our portfolio clients, works with Doug on annual reviews, and supports Melissa with underwriting when necessary. Chester also functions as our office manager and handles many administrative aspects of the business for Paul and Julie. Chester has over 15 years of experience in the finance and insurance industry working for companies such as A. G. Edwards and State Farm. Chester holds a Series 7 license and is a licensed insurance agent.