Skip to Content

Experience

As my clients’ personal CFO, I help them navigate their customized financial plans to move towards their short-term and long-term financial goals. I work with a dedicated team of advisors who provide holistic, unbiased financial guidance related to investments, retirement, multigenerational estate planning, charitable giving, and personal taxes. High-net-worth individuals and families frequently turn to me for my 10+ years of experience in the wealth management industry.

View More of Chris's Experience

As a certified scuba diver, I’ve had the opportunity to dive in many beautiful locations, including sites in the Caribbean Sea, the Gulf of Mexico, and the Atlantic and Pacific Oceans.

You might also like…

New year, new you: Nine steps toward financial success in 2022
Jaime Eckels Wealth Management
Article January 17, 2022 6 min read
Investor Insights: 2022 market & economic outlook
Jim Baird Wealth Management
Webinar Wednesday, Jan. 12, 2022 60 min watch
Inflation pressures continued to build in December, lifting the consumer price index to 7.0%
Jim Baird Wealth Management
Blog January 12, 2022 2 min read
Leveraging the power of life insurance inside an irrevocable trust
Steven J. Gibson Wealth Management
Article January 12, 2022 3 min read