Chris started in the financial services industry in 2003, beginning his career working in investment banking with a focus on mergers & acquisitions, corporate finance, and capital markets. He currently works with individuals, families, and business owners to help them manage their financial assets utilizing a range of strategies to grow and preserve their wealth.
Chris graduated (cum laude and business honors) from Texas A&M University with a BBA in Finance. He lives in Houston with his wife and three children.
Area of Expertise:
- Wealth management strategies
- Life insurance solutions
- Tax efficient investment and wealth preservation strategies
Certifications & Licenses Held:
- Series 7, Series 63, Series 66, Series 79, and Group 1
Interests:
- Family, travel, college football, reading