Chris has more than 25 years of wealth management experience serving high-net-worth families and institutions in the stewardship, preservation, and transfer of wealth across generations. As a Certified Financial Planner™ professional, he delivers comprehensive strategies that integrate investment management, retirement planning, estate and legacy planning, and risk management.
In addition to his background in wealth management, Chris offers an entrepreneurial perspective as the founder of a small, family-run beverage company.
Education and Certifications
- Master of Business Administration, University of Missouri
- Bachelor of Arts, University of Missouri
- Certified Financial Planner® Professional (CFP®)
Interests and Activities
Chris is an active member of his community, having served in board leadership roles with Harmony House, Christ Episcopal Church Foundation, and Springfield Little Theatre. Chris is a past recipient of the Springfield Business Journal’s 40 Under 40 award and a graduate of Leadership Springfield. In his spare time, he enjoys hiking and outdoor adventures with his wife and two sons.
