Christopher R. Lowery, CPA, CLU, ChFC
Managing Director
Northwestern Mutual Financial Network Representatives of The Lowery Group offer access to the products and services of a world class company, including investments, estate analysis, retirement, education funding, employee benefits and insurance.
The Lowery Group helps their clients assess their current situation and set goals, both personal and financial. We help them understand their current situationboth good and badand create a powerful vision for the future. We then develop strategies to overcome any obstacles that stand in the way. The ultimate outcome is to help them achieve their vision.
Christopher R Lowery, CPA, CLU, ChFC
Our Managing Director, Chris Lowery, has developed this office to consist of professionals of integrity who are dedicated to the financial goals of their clients. Our client and employee relations are based on fairness and mutual respect. We derive personal satisfaction and growth from our business activities.
Chris LoweryProfessional Accomplishments
Chris began his career with Northwestern Mutual in 1995 and has received numerous company and industry awards during his successful career with the company.
Chris completed his B.S. in Accounting from Miami University. He has earned the Chartered Life Underwrter (CLU) and Chartered Financial Consultant (ChFC) professional designations.
The Chartered Life Underwriter (CLU) designation has long been recognized as the fundamental and foremost educational credential for life insurance professionals. Since 1927, more than 94,000 individuals have earned their CLU, helping them build a successful life insurance practice by providing clients with knowledgeable and ethical advice. For financial representatives, field management, home office personnel, and others involved in providing life insurance products to the public, the CLU designation symbolizes continuing growth and commitment to professionalism.
The Chartered Financial Consultant (ChFC) designation focuses on the comprehensive financial planning process as an organized way to collect and analyze information on a client's total financial situation; to identify and establish specific financial goals; and to formulate, implement, and monitor a comprehensive plan to achieve those goals. The ChFC program provides financial services professionals with in-depth knowledge of the skills needed to perform comprehensive financial planning for their clients.
He has received numerous company and industry awards during his career, including:
- National Sales Achievement Award: 1999, 2001, 2003-2007
- Million Dollar Round Table Qualifying Member: 2000-2007
- National Quality Award: 2000-2007
|