About Chris
Chris delivers a variety of financial planning services to clients, including retirement modeling, tax planning, portfolio construction, and estate plan review. He joined Focus Partners Wealth in 2026, coming from Kovitz, where he had been since 2014. Previously, Chris was with JMG Financial Group, Ltd., where he focused on the development and implementation of comprehensive financial plans for high-net-worth clients.
Chris is a member of the Financial Planning Association, Chicago Estate Planning Council, and Milwaukee Estate Planning Forum.
Chris lives in Milwaukee, Wisconsin, with his wife Steph and two children, Ellie and Owen. He fills any spare time with outdoor barbecuing, long-distance running, and homebrewing.
Education and Professional Milestones
-University of Iowa – bachelor’s degree in finance with a minor in Spanish language
Chris delivers a variety of financial planning services to clients, including retirement modeling, tax planning, portfolio construction, and estate plan review. He joined Focus Partners Wealth in 2026, coming from Kovitz, where he had been since 2014. Previously, Chris was with JMG Financial Group, Ltd., where he focused on the development and implementation of comprehensive financial plans for high-net-worth clients.
Chris is a member of the Financial Planning Association, Chicago Estate Planning Council, and Milwaukee Estate Planning Forum.
Chris lives in Milwaukee, Wisconsin, with his wife Steph and two children, Ellie and Owen. He fills any spare time with outdoor barbecuing, long-distance running, and homebrewing.
Education and Professional Milestones
-University of Iowa – bachelor’s degree in finance with a minor in Spanish language