Chief Investment Officer/Financial Advisor
Chris believes that proactive and holistic planning is the best way to acquire and maintain wealth. He leads the investment committee for Legacy and advises a smaller group of clients. Chris has over 20 years of experience in financial services having held investment and advisory positions at large diversified U.S. and global firms. He began in corporate finance and transitioned to consulting with retirement plan participants, corporate investment policy committees, consulting financial professionals at every major U.S. firm, and advising individual families. Chris graduated from Kansas State University in 1995 with a degree in Accounting. He received his Certificate in Financial Planning from University of Missouri-Kansas City in 2000. He enjoys swimming, soccer, wine and spending quality time with his wife and two daughters.
Certifications and Licenses: Series 65 securities license
Email Chris: firstname.lastname@example.org