Chris has worked in the financial services industry for almost 20 years. He earned a Bachelor of Business Administration degree in marketing and finance from Baylor University and is a licensed securities and life insurance representative. He obtained the Certified Financial Planner™ (CFP) certificate in 1993 and the Certified Public Accountant (CPA) certificate in 1996. Chris was voted one of the best financial planners in Dallas by his industry peers,† was designated a 2011 Five Star Wealth Manager, and recognized among America’s Top Financial Planners for 2010 and 2011 by the Consumer’s Research Council of America.

†As published in D Magazine (December 2006). Results were based on an online ballot issued to CFP designation holders in the Dallas-Fort Worth Chapter of the Financial Planning Association. Self-nominations were not considered. Outside-firm votes were considered more strongly than inside-firm votes.