Chris is a Financial Advisor who has been helping individuals, families, and retirement plan participants create strategies for their financial futures for more than twenty years. He works closely with participants to develop asset allocation strategies that balance risk and reward, monitor accounts, and plan for long-term retirement goals. His individualized approach helps each client towards their objectives as personal and market conditions evolve. In addition to his strategic guidance, Chris focuses on investment education and ongoing monitoring for both individual and retirement plan clients. Known for his accessibility and depth of knowledge, he provides tailored advice to help clients make smart financial decisions with confidence.
Chris is a Certified Financial Planner® professional – one of the most respected and recognized designations in financial planning. Earning this credential requires comprehensive study in investment, tax, insurance, retirement, and estate planning, as well as extensive experience in the field. As a CFP® professional, Chris adheres to strict ethical standards to ensure his recommendations always serve his clients’ best interests.
He is a graduate of the Kelley School of Business at Indiana University Bloomington, where he earned his degree in finance with additional concentrations in accounting and psychology.
Outside of work, Chris enjoys golfing, traveling, and spending time with his wife and two children. He and his family live on the north side of Hamilton County, where he has spent most of his life.
