Your best interest is at the heart of everything I do. As a fiduciary, I always take the time to get to know you and learn about your concerns, your goals, and your vision for the future so that we can make recommendations that are in line with your values.
As an Accredited Wealth Management Advisor, Chris brings the investment and tax strategies of the affluent to those with more modest means. Our planning process is designed to educate you and empower you to make financial decisions from a position of strength and knowledge. While we focus on performance and returns too it’s often the strategies and the planning that maximize your wealth over time while enhancing cash flow today and in retirement.
Chris realizes that the value of the relationship is much more than what you can quantify on a statement. Life has many difficult financial decisions that come up regardless of what stage of the journey you are in and having a person who handle those choices with you along the way is difficult to value. It’s about getting every piece working efficiently together towards your vision.
Chris is an avid reader and enjoys history books the most. He likes to stay active with hockey and golf, but traveling around the world is his passion. These days though he spends most of his time at home with his wife and three young children enjoying the community.
GETTING TO KNOW CHRIS
Favorite food: Pizza
Best piece of financial advice received: “An investment in knowledge pays the best interest” –Ben Franklin
Favorite quote: “Twenty years from now you will be more disappointed by the things that you didn’t do than by the ones that you did do. So throw off the bowlines, Sail away from the safe harbor, Catch the trade winds in your sails. Explore. Dream. Discover.” -Mark Twain
If you could meet anyone, past or present, it would be: Alexis de Tocqueville
Hidden talent: Rock Climbing
Favorite book: The Creature from Jekyll Island: A Second Look at the Federal Reserve -G. Edward Griffin
Favorite movie: Braveheart
Favorite TV show: Game of Thrones
What motivates you: Working with great clients who stick to their own plan and realize their dreams
Favorite holiday: Thanksgiving
Something on your bucket list: SpaceX flight
Place you’d most like to visit: New Zealand
Biggest accomplishment: My greatest achievement is my children and my family. It’s about being a good father, a good husband, a good friend, a good advisor and just being connected in a positive way.