Chris provides advice and guidance to business owners, entrepreneurs and executives in the aerospace industry. He started his career in 2007 and joined Merrill Lynch Wealth Management in 2015. Today he utilizes his strong banking background to address both sides of clients’ balance sheets. He helps clients look at their wealth management strategies holistically so all of the aspects of their financial lives work seamlessly together.
Chris earned his bachelor’s degree in finance and economics from Texas State University. He holds the Chartered Retirement Planning Counselor™, CRPC™ designation and offers guidance on ways to structure wealth for retirement by looking at taxes, inflation and unexpected healthcare costs. His disciplined, multi-dimensional approach to clients’ circumstances helps uncover their deeply held aspirations. Away from the office, he enjoys fishing, golf and fitness.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
