As a Financial Advisor, Chris strives to take the financial stress off busy physicians by being their “personal CFO”. He walks clients through the pros and cons of each of life’s big financial decisions. Whether it’s looking through the details of their first contract or deciphering the particulars of buying into a surgery center, he wants to help his clients make the best decisions in accordance with their long term goals. He hopes to help physicians live their best financial life both now and in the future.

Chris holds his Bachelor’s degree in Finance from Taylor University, as well as his Series 66 registration and Life & Health Insurance License. Chris has also completed the CFP® Certification Professional Education Program through the College for Financial Planning and holds his CERTIFIED FINANCIAL PLANNER™ designation.

Outside the office, Chris and his wife, Jessi, enjoy being active in the South Carolina weather. Chris enjoys playing tennis, pickleball, volleyball, golfing or skiing. Chris and Jessi love to travel to new places or to see friends and family, with their dog, Wrigley, always in tote.