Financial planning isn’t just about making money. It’s about creating a strategic and balanced approach to wealth management that helps you reach your most important goals – be they buying a new home, growing your business, traveling the world in retirement, or ensuring long-term security for your loved ones. I specialize in helping high-income individuals with wealth preservation, estate planning, investing, and retirement income strategies. My goal is to help you maximize wealth potential and enhance wealth accumulation.
“I believe that no one knows what you truly want from life better than you. Therefore, I’m not here to make decisions for my clients. First and foremost, I’m here to act as their partner, the person they can lean on for help and guidance on the journey toward reaching their full financial potential. Second, I’m here to educate them on how to best position themselves for success, and how to make smarter financial decisions. Finally, I’m here to help them make sure that their agenda is always being furthered, and that every strategy and decision made on their behalf is truly working to their benefit.”
Chris joined the Invst advising team in 2016, and has served hundreds of clients during his time in the industry. He graduated from Butler University with his Bachelor of Science Degree in Finance. He currently lives just outside of Indianapolis in the suburb of Fishers, with his wife, Amy, their two children, and their tennis-ball-obsessed Weimaraner. They enjoy spending time outdoors swimming, water skiing, playing and watching sports and traveling anywhere that has a beach.