Chris provides personalized planning services and strategies for families and closely held businesses. He assists his clients, through an integrated values-based approach, in achieving their goals towards financial independence.
The strength of connecting the intricacies of our dynamic financial world allows Chris to utilize the most effective strategy for a given situation. He believes that an individual’s financial world is part of a larger existence and utilizes the discovery process to link personal world views with financial objectives.
Chris received his Bachelor of Arts in both Economics and Political Science from DePauw University in Greencastle, Indiana, and attended Valparaiso University where he received his Masters in Business Administration. His professional training also includes specialization individual mentoring and strategic logistics for businesses. Chris holds FINRA Series 7 (General Securities Rep.), Series 63 (Uniform Securities Agent State Law), and Series 65 (Uniform Investment Adviser Law) registrations, as well as life and health insurance licenses.
Chris, his wife Laura, and son Liam reside in Indianapolis where they are active volunteers in their church community, and enjoy reading and cycling in their free time.
Area(s) of Focus
- Insurance Strategies
- Investment Strategies