About Chris
Chris spends his time helping clients implement the holistic financial plan they’ve designed and built around their most important life goals. He supports his advisory team by participating in client conversations, responding to and following up on client needs or questions, and staying up to date on evolving wealth-planning strategies. Chris understands that financial life planning is about more than picking the right investments; it’s about considering taxes today and tomorrow, managing risk, proper estate planning, and safeguarding your retirement.
A former basketball player, Chris hails from Cicero, Indiana, and now lives in McCordsville, Indiana. He and his wife, Caitlyn, love traveling anywhere that has a warm beach. They are members of Trader's Point Christian Church and have two pugs, Mac and Winston.
Education and Professional Milestones
-Anderson University - bachelor's degree in finance with a concentration in investments
-Joined Focus Partners Wealth in 2022
-Has done financial planning work at an Indianapolis-area RIA and worked at a regional bank
Chris spends his time helping clients implement the holistic financial plan they’ve designed and built around their most important life goals. He supports his advisory team by participating in client conversations, responding to and following up on client needs or questions, and staying up to date on evolving wealth-planning strategies. Chris understands that financial life planning is about more than picking the right investments; it’s about considering taxes today and tomorrow, managing risk, proper estate planning, and safeguarding your retirement.
A former basketball player, Chris hails from Cicero, Indiana, and now lives in McCordsville, Indiana. He and his wife, Caitlyn, love traveling anywhere that has a warm beach. They are members of Trader's Point Christian Church and have two pugs, Mac and Winston.
Education and Professional Milestones
-Anderson University - bachelor's degree in finance with a concentration in investments
-Joined Focus Partners Wealth in 2022
-Has done financial planning work at an Indianapolis-area RIA and worked at a regional bank