Senior Wealth Manager
Chris was drawn to the financial planning business because he enjoys helping people make better financial decisions. Financial stress and uncertainty are some of the biggest causes of anxiety for individuals, within marriages and for small business owners. Chris believes much of this worry is unnecessary and can be alleviated through partnering with a trusted financial professional. While Chris loves doing market research and seeing clients’ investment accounts grow over time, the most rewarding part of his job is when he sees comfort on a clients’ face after a discussion. Knowing they are leaving with a better understanding of where they are and what they need to do to reach their goals is very satisfying for him. Chris is encouraged when these discussions lead to actions that can help relieve the financial worry so many investors experience.
Chris started his career at PricewaterhouseCoopers where he spent seven years assisting large public entities and privately held Companies. He enjoyed his work with large corporations but knew his passion was in personal finance. This background provided him with a great springboard to help individuals and small business owners coordinate tax and investment management. The integration of tax planning with wealth management can save thousands of dollars when money is in motion (settling an estate, planning retirement income, or selling a business.)
Chris grew up in Eufaula, AL, and attended the University of Alabama where he received a Bachelor’s and Master’s of Accountancy. He is very passionate about Alabama athletics but is somewhat milder than many as he was there during “The Shula Years.” Chris married his wife, Julie, in 2012 and they live in the Brookhaven area with their daughter. Chris is an active member of Peachtree Road United Methodist Church and involved in the community. In his spare time, he enjoys playing golf and basketball, watching football, spending time with family and friends, and traveling. Chris recently visited Turks and Caicos, Cape Cod, and often travels to the beach.