Chris, a Certified Financial Planner™ professional, who believes that when you’re caring for people and money, you’re caring for families. His job is making sure that their plan is working and they’re always improving. Optimistic, engaging, and empathetic, Chris is all in – in everything he does, be that his dedication to his clients, colleagues, or the community.

Chris is most engaged and satisfied when working with his clients and their tax and legal advisors to craft creative strategies designed to pursue their goals in ways that may not have been previously considered. His goal is to help his clients surpass their expectations and envision a future they maybe couldn’t see on their own. He wants to give them their time back and expand their financial capacity to enjoy their freedom.

Chris grew up in Plano, Texas and he holds a bachelor’s degree in business administration from Texas A&M University, where he played college baseball. In addition to the CFP™ professional designation, he obtained the CPWA^® certification from the University of Chicago Booth School of Business.

Throughout his career, Chris has devoted much time, energy, and effort to supporting causes and organizations close to his heart. He is the founder and a board member of the Sam’s Family Fun Day/Sam’s Night annual event to benefit Duchenne Muscular Dystrophy research. He is also a dedicated volunteer with Arise Africa and has served on the investment committee of Jesuit College Prep School Foundation and as a board member of Providence Christian School.

Chris and his wife, Meredith, are the proud parents of three children and enjoy various activities together. In his free time, Chris is an avid runner, college sports enthusiast, and engages in his interests of snow skiing, hiking, golf, and reading.

There is no assurance that any investment strategy will be successful. Investing involves risk and investors may incur a profit or a loss.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP Logo Flame Design and CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CPWA®,” and “Certified Private Wealth Advisor®.” Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for wealth advisors.

Raymond James is not affiliated with any organizations mentioned above.