Chris is the VP of Investment Management and has 27 years of wealth management experience. Chris’ expertise lies in the development and management of equity portfolios tailored for high net-worth investors seeking growth and current income, with a tax-efficient, risk-adjusted philosophy. Chris takes a holistic planning approach with clients and focuses on comprehensive long-term strategies to grow and preserve wealth.
Chris, a Salina KS native, began his investment career in 1997 after earning a B.A. in finance from Kansas State University. He has held positions in financial planning, practice development, and leadership. He also has earned the Certified Plan Fiduciary Advisor® designation.
Licenses Held: Series 7, 24, 63 and 65
Designations: CPFA