Credentials & Expertise
- Chartered Financial Analyst® designation
- CERTIFIED FINANCIAL PLANNER™ professional designation
- Certified Public Accountant (CPA)
- FINRA Series 7, 63, and 65 securities licenses
- Life insurance license
About Chris:
Chris began his career in the investment industry at Community Financial Advisors in 2010, building on a strong foundation in accounting and business operations. His experience across corporate and public environments shaped a forward-thinking, insightful approach to financial strategy—grounded in integrity, thoughtful analysis, and a commitment to delivering meaningful outcomes for clients.
Known as a strong listener, Chris takes a highly client-focused approach, placing trust, empathy, and understanding at the center of every relationship. He is dedicated to helping clients gain clarity and confidence in their financial decisions by providing thoughtful, forward-looking guidance tailored to their unique goals and priorities.
Chris earned a B.S. in Accounting from Missouri State University and an M.S. in Accountancy from Southern Illinois University–Edwardsville while working full time. He holds the CFP® certification, CFA® designation, CPA license, and Series 7, 63, and 65 securities licenses, reflecting his commitment to continued learning and professional excellence.
Outside of the office, Chris enjoys spending time with his wife and their two children, Grant and Elise. He is an avid golfer and actively contributes to his community through his church’s leadership council.