Chris has over 25 years of experience as a financial professional including working with other prestigious firms such as Edward Jones, Merrill Lynch and Wells Fargo Advisors. Throughout his career he has demonstrated a track record in helping clients from all walks of life, from just starting their investment strategy to retiring comfortably and enjoying life. He enjoys helping his clients build a portfolio, no matter what amount his clients are able to invest.
Chris is passionate in serving as trusted advisor to his clients. His approach to wealth management focuses on clients’ assets, liabilities and leverages a tailored risk mitigation strategy designed to help preserve and grow their wealth.
Chris graduated from the University of Georgia with a BS in Psychology. This foundation has helped him build a unique understanding of people and, more importantly, the ability to listen to his clients and ensure they are inclusive and knowledgeable on their investment strategy.
Chris is married with 2 children and 1 stepson. His passion is enjoying life on the lake, whether boating or fishing, as well as the occasional round of golf.