Get to Know Us
Bringing a wealth of knowledge and corporate business experience from multiple executive finance-based roles, Chris found his true passion in working closely with high income earners, affluent families, business owners and executives to build and protect wealth – both now and for future generations.
Chris is a licensed CPA, best-selling author, and sought-after speaker. Coming from an industry heavily regulated with compliance and a strong emphasis on ethics and structure, Chris decided to shift focus from the corporate world and make a bigger difference for people in the wealth and tax planning and risk management realms. His commitment is to help individuals, families and business owners take the money they would have otherwise paid in taxes and turn that into wealth.
Outside of the office, Chris plays an active role in his local community with national reach by currently serving on the Board of Directors for March of Dimes and NAIFA (National Association of Insurance and Financial Advisors). He is a member of the American Business Club, several Chambers of Commerce, and also the treasurer of Business Network International. In order to maintain current knowledge of tax rules and regulations, he has held an active membership with the American Institute of Certified Public Accountants since 1994. Additionally, he formerly served on the Corporate Development Committee for the American Lung Association.
In his free time, Chris enjoys cooking, playing golf, scuba diving and making memories with his two beautiful adult daughters and the rest of his family.