Chris serves as a Private Wealth Manager, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life including investments, tax planning, risk management, retirement, employee benefits and estate planning.
Chris has spent his entire career in the financial services industry and has developed an in-depth knowledge of serving clients with comprehensive wealth management needs. Prior to joining Creative Planning, he was a Vice President, Private Wealth Advisor for a Trust company in Texas. He has also worked as a Senior Financial Consultant at one the largest brokerage firms in the country.
Chris graduated from University of Nebraska at Omaha with a Bachelor of Science in Economics.
Chris and his wife Carrie have four children – Mason, Beckett, Brady and McKinley. He enjoys spending time with his family first and foremost. He also enjoys coaching his sons’ baseball teams, golfing, travelling, and attending sporting events.
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