As a Senior Wealth Advisor, Chris works with clients to craft a personal financial plan that helps reduce complexity in their financial life. Chris works with wealth advisors on his team to ensure plans are communicated clearly and executed properly.
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. And while the meaning and importance of wealth varies greatly from person to person, he believes the key to financial planning is to identify goals, set up a roadmap for success and continually revisit those plans as life and priorities change over time.
Chris lives in Ann Arbor with his wife Cynthia and their daughter Indigo. They enjoy hiking and all the other outdoor activities that the surrounding area provides.