Chris has been an advisor since 2004, and during that time he has assisted clients through many life changing scenarios. He is very passionate with his work, and realizes that he has the ability to assist individuals in areas of their lives that are very important to them now, and in the future.
His expertise is in:
- Assisting individuals with understanding and implementing investment allocations for client portfolios ranging from $100,000 to $15 million.
- Coordinating tax and estate planning with client’s existing attorneys and CPA’s.
- Ongoing consulting and coaching of clients in regards to their over all financial lives.
Chris entered the financial planning profession immediately after completing his graduate studies in 2004. His educational background includes an MBA and a Master of Science in Personal Financial Planning from Texas Tech. He currently holds the Series 7 and Series 66 securities registrations, and the General Lines Agent Insurance license. He also obtained his CFP® certification in 2008. His family made the decision to move to Round Rock in August 2009 from Wilmington, Delaware where he was an independent, comprehensive, financial advisor for five years.
Chris and his wife Hayden have two beautiful children, Jackson and Lillianne. Other than his number one priority outside of the office which is time with family, hobbies of his include; enjoying the outdoors, golfing, fishing, exercising, and coaching and playing lacrosse.