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 the Certified Financial Planner™ (CFP) certificate in 1993 and the 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 America1. 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 watching kids’ sporting events and enjoying time with family at the lake. Chris also enjoys hunting and golf but spends much of his time staying 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.”