Chris has been providing financial planning, retirement, tax, estate, and investment planning services to individuals and families for more than 17 years.
Chris believes that the key to a successful client-advisor relationship stems from truly understanding each client's unique circumstances and objectives. By taking a comprehensive approach to wealth management, he is able to advise his clients in all areas of their financial lives, including retirement planning, portfolio management, and trust services.
Chris is a native of Louisville, Kentucky, and moved to Virginia to obtain his degree from Radford University with a concentration in personal finance. Chris is an active volunteer in his community and is a past president of the Smith Mountain Lake Rotary Club. He lives in Hardy, Virginia, with his wife, Liz, and two sons, Isaac and Beckham.