Chris serves as a Wealth Manager for Creative Planning. Utilizing a disciplined approach, he 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. He 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. He is also a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards. Chris is registered as an advisor of the NFL Players Association’s Financial Advisors Registration Program which benefits the players by providing access to a qualified group of financial advisors that have met certain eligibility criteria.
Chris and his wife Mandy have two children – Landon and Kylie. In his free time, he enjoys motorsports, live music, home projects, and spending time with family and friends.
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