Chris Lott, CFP®, CPA

Partner and Wealth Advisor

Chris has worked in the financial services industry since 1989. 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 his CERTIFIED FINANCIAL PLANNER™ professional certification in 1993 and his Certified Public Accountant (CPA) certificate in 1996.

Chris strives to achieve quality performance in his industry and was designated a multi-year Five Star Wealth Manager, and has been recognized among America’s Top Financial Planners by the Consumer’s Research Council of America. Outside of the office, Chris and his wife Shara have three kids and are very active in their local church. They spend much of their time with family at the lake. Chris enjoys hunting and golf but also likes to stay proficient as an instrument-rated private pilot.

“The most rewarding aspect of what we do is the client relationship. Many firms have the technical ability to work through complex financial issues, but making it personal takes planning to a different level.”