Without knowing it, Chris’ professional path was influenced by his father. As a son of a teacher turned salesman, turned teacher, Chris was drawn to a profession that combined client service with education. As a Plan Success Consultant Chris is able to follow his passion while successfully serving his clients.

Chris approaches his role through the lens of an educator. Through years of experience and speaking to thousands of participants, he understands that financial topics can be complex and intimidating to the general public. He ensures that clients’ employees have a better understanding of their financial pictures to help them reduce financial stress and become more engaged, productive employees. Chris’ experience working with employees serves plan sponsors well as he can help them understand how plan design and communication decisions will impact employee’s success.

Chris grew up in the Kansas City area and after graduating Cum Laude with his bachelor’s degree from Missouri State University, Chris further expanded his education by obtaining the FINRA series 66 securities registration. He is an Accredited Investment Fiduciary (AIF)® and also holds his life, accident and health license in multiple states. He is currently pursuing education opportunities surrounding behavioral finance to better serve his clients.

After traveling alone on an international trip Chris restructured his goals and now has two main priorities: (1) Helping one million people with their financial lives and (2) seeing the world.

Locations Served