Chris currently serves as a Private Wealth Advisor and Managing Partner for The Strategic Private Advisory Group. As a steward of his client’s wealth, Chris has become known for his commitment to objectivity. Establishing his practice in 2008, Chris strives to bring a private family office approach to his clients utilizing a unique financial planning process that is customized and highly interactive. He acts as a quarterback of his client’s advisory team, coordinating with various legal and tax counsel, as well as investment and insurance advisors.
Chris welcomes the intellectual challenges of his work as an opportunity to innovatively problem solve on behalf of his clientele on issues that are a top priority for them. He empowers his clients to make well-informed decisions relative to their estate, business succession, investment and retirement planning objectives – designed to provide them with greater financial independence and sense of security.
A graduate of the University of Wisconsin-Madison with a Bachelor’s degree in Economics, Chris is a dedicated student of the financial planning industry. Chris performed post-graduate work at DePaul University, completing the Certificate Program in Financial Planning in 2006. He strongly believes in and maintains the professional and educational requirements for the certification as CERTIFIED FINANCIAL PLANNER™ (CFP®).