Multi-Generational Financial Confidence.
Your best interest is at the heart of everything Chris does. As a fiduciary, he always takes the time to get to know you and learn about your concerns, your goals, your family and your vision for the future so that he can make recommendations that are in line with your values.
As an Accredited Wealth Management Advisor, Chris’s knowledge is not just investment and wealth strategies but also tax planning, asset protection alternatives as well as legacy planning. His process is designed to educate you and empower you to make financial decisions from a position of strength and knowledge. While his focus is on performance and returns, it is often the strategies and the planning that help maximize your wealth over time while enhancing cash flow today and in retirement.
Chris realizes that the value of the relationship is much more than what you can quantify on an account statement. He will be your open and honest partner as you navigate difficult financial decisions throughout your life, striving to help you stay true to your values.
Chris is an avid reader who enjoys history books the most. He likes to stay active by skiing and playing golf, but traveling the world is his passion. These days, though, he spends most of his free time at home with his wife, Lisa, and their three young children enjoying their community.
Best piece of financial advice you received:
“An investment in knowledge pays the best interest” – Ben Franklin
“Twenty years from now you will be more disappointed by the things that you didn’t do than by the ones that you did do. So throw off the bowlines, Sail away from the safe harbor, Catch the trade winds in your sails. Explore. Dream. Discover.” -Mark Twain
If you could meet anyone, past or present, it would be:
Alexis de Tocqueville
The Creature from Jekyll Island: A Second Look at the Federal Reserve – G. Edward Griffin
Favorite TV show:
Game of Thrones
What motivates you:
Working with great clients who stick to their own plan and realize their dreams
Something on your bucket list:
Place you’d most like to visit:
My greatest achievement is my children and my family. It’s about being a good father, a good husband, a good friend, a good advisor and just being connected in a positive way.