About Christopher
Chris is enthusiastic about getting to know his clients, including what’s most important to them and their distinct goals and situations. For him, there’s nothing more rewarding than creating peace of mind for clients through comprehensive financial planning that helps them stay on the right path to enjoy their financial future. As an experienced advisor, Chris uses his years of financial experience to build holistic and customized wealth management plans. He works closely with each of his clients to implement financial strategies that will enable them to achieve their financial goals.
Chris believes that a sound financial plan allows his clients to dedicate more time to the things they’re passionate about – something he knows well. He serves as a member of the board of directors for Kanawha County Public Library, member of the Charleston Estate Planning Council, donor advisor for the Holz School Fund, member of the Financial Planning Advisory Committee at the University of Charleston, and treasurer of the South Hills Soccer Association. He was also named the West Virginia Soccer Association’s Volunteer of the Year in 2018.
He and his wife, Carrie, have three children.
Education and Professional Milestones
-Marshall University - bachelor of science in biology and MBA
-Teaches retirement planning as an adjunct professor at the University of Charleston
-Prior experience as a wealth advisor at Arnett Carbis Toothman Wealth Advisors
Chris is enthusiastic about getting to know his clients, including what’s most important to them and their distinct goals and situations. For him, there’s nothing more rewarding than creating peace of mind for clients through comprehensive financial planning that helps them stay on the right path to enjoy their financial future. As an experienced advisor, Chris uses his years of financial experience to build holistic and customized wealth management plans. He works closely with each of his clients to implement financial strategies that will enable them to achieve their financial goals.
Chris believes that a sound financial plan allows his clients to dedicate more time to the things they’re passionate about – something he knows well. He serves as a member of the board of directors for Kanawha County Public Library, member of the Charleston Estate Planning Council, donor advisor for the Holz School Fund, member of the Financial Planning Advisory Committee at the University of Charleston, and treasurer of the South Hills Soccer Association. He was also named the West Virginia Soccer Association’s Volunteer of the Year in 2018.
He and his wife, Carrie, have three children.
Education and Professional Milestones
-Marshall University - bachelor of science in biology and MBA
-Teaches retirement planning as an adjunct professor at the University of Charleston
-Prior experience as a wealth advisor at Arnett Carbis Toothman Wealth Advisors