About
Chris
Chris works with families to develop and implement comprehensive financial plans, drawing on his extensive background in income tax and estate planning. He also serves on Focus’ Advisory Council.
Chris started his career at JMG Financial Group in 2010 as a Financial Planning Associate. He then joined Kovitz in 2014, where he was a member of the Executive Committee and led firm-wide initiatives as Director of Wealth Management and Senior Wealth Advisor.
Chris lives in Milwaukee with his wife, Steph, and their two children, Birdie and Owen. In his spare time, he coaches Little League baseball and enjoys rowing and biking.
Education and Professional Milestones
-University of Iowa - bachelor’s degree
Chris works with families to develop and implement comprehensive financial plans, drawing on his extensive background in income tax and estate planning. He also serves on Focus’ Advisory Council.
Chris started his career at JMG Financial Group in 2010 as a Financial Planning Associate. He then joined Kovitz in 2014, where he was a member of the Executive Committee and led firm-wide initiatives as Director of Wealth Management and Senior Wealth Advisor.
Chris lives in Milwaukee with his wife, Steph, and their two children, Birdie and Owen. In his spare time, he coaches Little League baseball and enjoys rowing and biking.
Education and Professional Milestones
-University of Iowa - bachelor’s degree