Chief Investment Officer/Financial Advisor
Chris believes that proactive and holistic planning is the best way to acquire and maintain wealth. As a Certified Investment Management Analyst®, he leads the investment committee and advises a small group of clients. Chris has over 20 years of experience in financial services having held investment and advisory positions at large diversified U.S. and global firms. He began in corporate finance and transitioned to consulting with retirement plan participants, corporate investment policy committees, and eventually individuals and families. In his previous role, he consulted with financial professionals at every major U.S. firm. Chris graduated from Kansas State University in 1995 with a degree in accounting and received his certificate in financial planning from the University of Missouri-Kansas City in 2000. He enjoys swimming, soccer, wine and spending quality time with his wife and two daughters.
Certifications and Licenses: Series 65 securities license, Certified Investment Management Analyst® (CIMA®)
Email Chris: firstname.lastname@example.org