From 1995 to 2014, Chris was a financial advisor with a Fortune Global 100 company. In January 2015, he joined CH Wealth Management, L.L.C. as a financial advisor.
Through a comprehensive discovery process, Chris gains a thorough understanding of his client’s specific needs and goals. Together, Chris and his clients work to prioritize issues and to facilitate the financial planning process. Financial strategies and recommendations are created and customized to accommodate each unique situation. Ultimately, Chris helps his client create a course of action, implements their financial plan, and monitors their plan and investments on an ongoing basis.
Chris is a Dallas native and comes from a long line of ranchers that have had their boots on the ground in Texas for over five generations. He has his BBA in Finance from the University of North Texas and his MBA from the University of Texas at Dallas.
In 2005, Chris completed studies to receive his Chartered Financial Consultant (ChFC) professional designation through The American College. This program included an advance coverage of estate, retirement, and financial planning applications.
In 2010, Chris received his Certified Fund Specialist (CFS) designation from the Institute of Business & Finance. The program included historical returns and perspectives for over three dozen investment categories, risk management techniques, portfolio construction, evaluation of performance characteristics, the role of debt and equity instruments, domestic and foreign integration, asset allocation, tax reduction strategies, and qualified retirement accounts.
Chris is also a five-year (2009, 2010, 2011, 2013 and 2016) Five Star Wealth Manager SM award winner, www.fivestarprofessional.com
Chris and his wife, Traci, live in the North Dallas area and were recently blessed with the birth of their twin boys, Mason and Brady. Chris is passionate about his family and friends. He enjoys reading history and biographies, cooking with his friends, traveling to new cities, being outdoors (especially hunting and fishing) and is a Mexican food aficionado.