Chris’ passion is assisting people with pursuing their goals – be it clients, colleagues, friends or family members. In order to help work towards their dreams, he provides personal attention to those he’s serving, and he won’t stop until all their needs are met.
Chris has been in the financial services industry for nineteen years. Each step of his career he has been dedicated to helping advisors and clients obtain the results they desire.
Chris graduated from Purdue University with a bachelor’s degrees in marketing and psychology. Through his desire for continued education and growth, Chris has earned the designation of CERTIFIED FINANCIAL PLANNER™ practitioner (CFP®). Holding the designation of CFP® means that Chris has completed the onerous curriculum, testing and continued education in order to understand and achieve the standards set by this prestigious board. Chris is also a Certified Divorce Financial Analyst® (CDFA®). By being a CDFA professional Chris is able to help provide insight to anyone facing a divorce situation as well as determine the short-term and long-term financial impact of any proposed divorce settlement. He also provides valuable information to our team on financial issues that are related to the divorce, such as tax consequences, dividing pension plans, continued health care coverage, stock option elections and much more.
He spends his free time participating in activities with his family – in the summer, you’ll find them enjoying time at the lake. He and his wife Lauren live in Fort Wayne with their children, Lydia, Roland and Dominic.