As a Senior Wealth Advisor, Chris works with clients to craft personal financial plans. He endeavors to help reduce complexity in their financial lives. Chris works with wealth advisors on his team to ensure objectives are communicated clearly and executed correctly.
With more than 25 years of experience in financial services, Chris has seen many different types of markets and worked with a wide range of clients. While the meaning and importance of wealth may vary among individuals, Chris firmly believes the key to financial planning success is articulating goals into a financial plan and regularly revisiting those plans as life and priorities change over time.
Chris has a degree in Business from James Madison University, holds a CERTIFIED FINANCIAL PLANNER ™ certification and has a master’s degree in business administration from Rollins College.
Chris lives in Ann Arbor with his wife Cynthia and their daughter Indigo. They enjoy hiking and many other outdoor activities that the surrounding area provides.