Chris values making a difference in the lives of others. Through the building of trusting, long-term relationships, he enjoys working with families, professionals, and business owners to help build and protect their wealth. Chris does this by listening, and then helping his clients identify the life goals that align with their values. Only then can the right strategy be created and implemented, which typically incorporates investment management, risk management, cash flow analysis, retirement planning, estate planning and tax minimization.
In his spare time, Chris loves spending time with his wife and 4 kids. He also enjoys coaching hockey and softball, and playing golf when he can.