Advisor profile


My approach

By leveraging a deep background of financial study and planning experience, my goal is to guide you along your path to financial independence and turn your lifelong dreams and goals into actionable financial accomplishments.

I graduated from Texas State University with a degree in Finance and quickly found my life’s calling. I am passionate about helping my clients build more confidence in their financial futures. I help them gain more confidence in their future, knowing that they have a plan in place to help them reach their financial goals. Knowing that they have a team of professionals helping them manage their financial lives through a comprehensive process allows them to focus on the things that matter most, instead of worrying about the things that are out of their control.

Areas of focus

  • Tax Planning Strategies
  • Investment Management
  • Retirement Planning Strategies
  • Family Finances
  • Cash Flow Management Strategies
  • Insurance
  • Saving for Education
  • Small Business
  • Business Retirement Plans
  • Executive Compensation and Benefit Strategies
  • Employee Stock Options
  • Wealth Preservation Strategies
  • Social Security Retirement Benefits
  • Estate Planning Strategies
18
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC® Chartered Retirement Planning Counselor℠
  • AWMA® Accredited Wealth Management Advisor℠
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • B.B.A. in Finance at Texas State University

Interests

Community is very important to Chris. He and his wife, Stephanie, are very involved with their church, and Chris serves on the Board of Trustees of the Texas State University Development Foundation. In his spare time, he enjoys spending time with Stephanie and their growing family, playing golf, and traveling.

Community participation

  • Board of Trustee Member for Texas State University's Development Foundation

Chair of the Investment Sub-Committee

  • Board Member for the Catholic Music Initiative

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2021, 2022
  • Forbes Best-in-State Next-Generation Wealth Advisors, 2019
  • Forbes Top Next-Generation Wealth Advisors, 2018
  • Five Star Wealth Manager, 2012, 2013, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022
  • Ameriprise Circle of Success, 2015, 2016, 2017, 2018, 2019, 2020, 2021

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.