About Chris
Chris helps clients build and implement thoughtful, tax-efficient financial plans centered on what matters most to them. He believes great financial planning goes far beyond investment selection—it’s about proactively managing taxes, protecting against risk, planning for retirement with confidence, and stewarding wealth in a way that strives to create freedom, peace of mind, and lasting impact. Chris has a particular passion for tax planning and tax mitigation strategies that help clients keep more of what they’ve worked so hard to earn. By minimizing taxes today and planning wisely for tomorrow, he aims to help clients create secure retirements, live generously, and align their financial decisions with their values.
Guided by his Christian faith, Chris views his work as an opportunity to serve others with integrity, wisdom, and care. He strives to help clients experience clarity and confidence so they can focus less on financial stress and more on living, giving, and enjoying the season of life they’re in. Prior to joining Focus Partners Wealth in 2022, Chris worked at a regional bank and in financial planning at an Indianapolis-area Registered Investment Advisor (RIA).
Chris lives in Cicero, Indiana, with his wife, Caitlyn, and their son, Rowan. Outside of work, Chris and Caitlyn love traveling to warm destinations, especially trips to Disney, and spending time with their two pugs, Mac and Winston. They are active members of Trader’s Point Christian Church.
Education and Professional Milestones
• Anderson University – bachelor’s degree in finance with a concentration in investments
Chris helps clients build and implement thoughtful, tax-efficient financial plans centered on what matters most to them. He believes great financial planning goes far beyond investment selection—it’s about proactively managing taxes, protecting against risk, planning for retirement with confidence, and stewarding wealth in a way that strives to create freedom, peace of mind, and lasting impact. Chris has a particular passion for tax planning and tax mitigation strategies that help clients keep more of what they’ve worked so hard to earn. By minimizing taxes today and planning wisely for tomorrow, he aims to help clients create secure retirements, live generously, and align their financial decisions with their values.
Guided by his Christian faith, Chris views his work as an opportunity to serve others with integrity, wisdom, and care. He strives to help clients experience clarity and confidence so they can focus less on financial stress and more on living, giving, and enjoying the season of life they’re in. Prior to joining Focus Partners Wealth in 2022, Chris worked at a regional bank and in financial planning at an Indianapolis-area Registered Investment Advisor (RIA).
Chris lives in Cicero, Indiana, with his wife, Caitlyn, and their son, Rowan. Outside of work, Chris and Caitlyn love traveling to warm destinations, especially trips to Disney, and spending time with their two pugs, Mac and Winston. They are active members of Trader’s Point Christian Church.
Education and Professional Milestones
• Anderson University – bachelor’s degree in finance with a concentration in investments