Chris started in the financial services industry in 2002 as a financial advisor with UBS Financial Services. In April 2009 Chris and the team moved their practice to RBC Wealth Management and during his time at RBC Chris has been named to the Director’s Council from 2014-2019, he was recognized as a President’s Council member in 2022, named to the Premier Council in 2023 and named Forbes Best-In-State Wealth Advisor in 2024.
Chris leads his RBC team of four and focuses on proactive client service and management of client investments. The team’s investment process revolves around goals-based planning using RBC’s WealthPlan. This planning tool allows the team to model and project numerous client financial goals so that they can look at the potential success of a client’s retirement to make sure that there are no shortfalls later in life.
Prior to becoming a financial advisor Chris was a natural gas trader at both Aquila in Kansas City, MO and at Infinite Energy in Gainesville, FL.
Chris graduated with honors from the University of Florida in May 2000 with a Bachelor of Science degree in Finance. He passed the Series 7 and 66 securities exams and holds life & health insurance licenses. Chris and the team are also licensed to do business in 27 states around the country.
Outside of work you will find Chris either coaching or attending his kids’ numerous sporting activities throughout the week, working in the yard during free time, cooking family dinners on the grill and staying active by working out and running. He and his wife, Jordan, live in Overland Park, Kansas with their kids Ashlyn, Carson and Madison.