Chris serves as a Wealth Manager for Creative Planning. Utilizing a disciplined approach, Chris works with clients to design and implement strategy to address their most complex goals and needs. Chris practices in the areas of investment management, retirement planning, estate planning, tax planning, business succession planning, risk management, and charitable planning. Chris believes it is critical to have a thorough understanding of individual circumstances and goals in order to provide a truly customized plan.
Prior to joining Creative Planning, Chris worked as the Director of Planning at a large national financial services company. During his time there, he was tasked with developing and implementing a planning initiative for his regional market. Chris was responsible for creating a chassis for financial advisors to utilize that promoted holistic and comprehensive engagement with clients.
Chris earned a Bachelor of Science degree in Finance from the University of Central Missouri with a focus in Personal Financial Planning. Chris is also a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards.
Chris and his wife Mandy have two children – Landon and Kylie. In his free time, Chris enjoys motorsports, live music, home projects, and spending time with family and friends.