Christopher Alderson, CLTC®, CFP®

Director of Investments and Financial Planning

Chris serves as the Director of Investments and Financial Planning at ROI Financial Group. A native of Williamsville, NY, he graduated from SUNY Geneseo in 2002 with a bachelor’s degree in Economics. He began his career at his family’s business, the Promark Agency, where he helped expand services by introducing financial planning solutions alongside traditional insurance offerings.

Dedicated to continuous growth and education, Chris earned his Certified Financial Planner™ (CFP®) designation in 2009, followed by a Certification in Long-Term Care (CLTC®) in 2010. He is also a past President of the Independent Insurance Agents Association of WNY.

Chris spent 15 years at a local financial planning firm, managing nearly $200 million in client assets before joining ROI Financial Group in January 2017. Since then, he’s enjoyed collaborating with Marc and the rest of the team to help clients plan and invest with confidence.

Chris lives in Clarence with his wife, Janelle, and their three daughters—Ryley, Gabriella, and Madilynn—along with their two cats (Sunny & Ron Weasley) and dog, Charlie. Outside of work, Chris is an avid home cook, enjoys playing golf and tennis, and is actively involved in his children’s sports and activities. He also loves spending summer weekends at Conesus Lake and cheering on his beloved Buffalo Bills and Sabres.