Chris brings more than 20 years of financial services experience to his work at Reganess Wealth Management Group. He focuses on providing a second set of eyes for each wealth management plan and deepens the view and perspectives that guide the strategies.
Chris’ planning knowledge and experience help ensure we pursue clients’ goals in every step of our work. His mission is to provide objective, unbiased and timely financial advice – with the highest level of professional service. With each recommendation, Chris focuses on helping clients manage and preserve their wealth.
Prior to joining our team, Chris was a financial advisor at Wells Fargo Advisors and spent more than a decade at Wells Fargo Advisors legacy firms, where he served in a variety of roles, with responsibilities ranging from managing daily branch operations to supporting discretionary managed accounts. He is licensed in life insurance and long term care, and holds a bachelor’s degree in economics from the University of North Carolina at Greensboro.
Chris is technically inclined, and has experience balancing portfolio trading, model development and tracking, and performance monitoring – while upholding a high level of client service.
A lifetime Guilford County resident, Chris lives in Pleasant Garden with his wife, Jennifer, and their two young boys, Ty and Trent. Together they love church, family time, kid’s sports and outdoor activities. When he has a few moments of free time, Chris enjoys getting his hands dirty working on classic cars and hot rods.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Managing Director, RWMG Financial Planner & Portfolio Manager, RJFS