Chris leads our financial planning team in the investment selection process. He assists clients in building and implementing their customized retirement plans using his core competencies in problem solving and financial analysis. His analytical focus makes him a valuable asset to our clients and team. He is a CERTIFIED FINANCIAL PLANNER™ professional and Registered Principal of LPL Financial. He holds Series 7, 24, and 66 securities registrations through LPL Financial, as well as life and health insurance licenses in the state of Texas.
A native of Garland, Texas, Chris played collegiate baseball as a pitcher while earning degrees in both business and economics from Lyon College in Batesville, Arkansas. Chris is a member of the Estate Planning Council of North Texas and Financial Planning Association–DFW Chapter.
Chris enjoys spending his free time in the gym and competing in triathlons. He and his wife, Kim, have three children and are actively involved in youth sports.