Chris serves as a Wealth Manager, working directly with clients to develop a cohesive strategy to address their most complex goals and financial needs. Chris’s comprehensive approach reviews wealth management issues in the areas of retirement planning, investment management, tax, estate planning, business planning, insurance, and charitable planning.
Chris brings to his clients more than 20 years of experience in the financial services industry. Prior to joining Creative Planning, he worked for a large national financial services firm as a Senior Wealth Manager. The majority of his career has been spent working with high net worth individuals and their families, assisting them with their wealth management needs.
Chris received his bachelor’s degree from Winthrop University and his Master of Business Administration degree from Wake Forest University. He is also a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards.
Chris and his wife Sarah, have one child – Luke. In his spare time, Chris enjoys traveling, tennis, hiking and spending time with family and friends.