Chris holds the CERTIFIED FINANCIAL PLANNER^™, CFP^® certification and relies upon his experience while working closely with clients to develop tailored strategies across multiple wealth disciplines, implementing cohesive frameworks designed to grow, preserve, and transfer wealth effectively. Chris begins each relationship by gaining a thorough understanding of each client’s unique circumstances, encompassing his or her personal history, family dynamics, motivations, and passions. He then applies his knowledge of investment management, cash management, retirement strategy, trust and estate planning services, and banking services through Bank of America, N.A., to design customized approaches for each client. Chris, in tandem with a client's other professional advisors, takes into consideration the potential impact of current tax regulations on the differing aspects of each client's financial situation.

Chris joined Merrill Lynch Wealth Management in 2008. He earned his Bachelor’s degree in Political Science and Psychology from the University of Houston Honors College. He holds the Chartered Retirement Planning Counselor, CRPC^® designation in addition to the CFP^® certification.  Chris lives in Hollywood, Florida with his wife and children, including their Cocker Spaniel, rescued Greyhound and rescued cat.  In his free time, Chris enjoys fishing and camping with his family, cooking, golfing and playing tennis.