Chris is a Certified Financial Planner™ professional who has successfully guided and managed sustainable financial plans for corporations and individual clients since 1995. Over the course of his career, he has served as a committed advocate of strong ethical principles in the financial industry. Because many clients are business owners, Chris and team specialize in working with employer 401(k) qualified plans and multi-generation families.
Chris served as the 2012 chairman (and commissioner from 2010 to 2012) of the Disciplinary and Ethics Commission of CFP Board of Standards in Washington, D.C.; he currently serves on CFP Board’s Commission on Standards. Chris’ passion for ethics and advocacy has made him a leading industry figure both in South Carolina and nationally. He has been an author in the Journal of Financial Planning and is a frequent contributor on NPR’s “SC Business Review.”
Locally, Chris serves as chair-elect of The Children’s Museum of the Upstate, the only Smithsonian-affiliated children’s museum in the country. Chris is a member of the South Carolina chapter of the Financial Planning Association and of the Greenville Estate Planning Council.
Chris is originally from Charlottesville, Virginia. He is a graduate of Clemson University and a rabid Clemson Tigers fan. His wife, Heath, is a Carolina Gamecock, so they are already debating where their daughter will go to college. He enjoys playing golf and snow skiing, and is active in mentoring students of Clemson University’s College of Business and Behavioral Science.
Individual commitment to a group effort – that is what makes a team work, a company work, a society work, a civilization work.
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