Chris has practiced in financial services since 2010. He advises clients during the planning and execution phases of the business lifecycle, specifically surrounding business transition, which includes personal financial modeling, pre-transition estate planning, coordination with advisors on exit strategy, and advisory during and after a transaction. He understands both the emotional and financial effects that owners face and the nuances of the various approaches to a business transition. Additionally, Chris works with executives with complex stock compensation and pre-IPO planning.
During the planning process, Chris works with clients to prioritize their unique goals and customize integrated wealth management strategies. He provides consultation in the areas of personal financial planning, estate planning, and investment portfolio management. Chris is a CERTIFIED FINANCIAL PLANNER™ practitioner.