Since starting his career, Chris has strived to make a difference in the world by making a difference in his clients' lives. Chris takes the extra steps to develop a deep understanding of his clients' needs to help them pursue the lives they want. The solutions Chris offers go beyond investment management to include college savings strategies, retirement planning, eldercare, philanthropy, estate planning services, and access to cash management.
He received his undergraduate from Elon University and majored in Finance where he earned a B.S in Business Administration. He then attended The Citadel Graduate College where he obtained his MBA.
Chris and his Fiancé, Katelyn, live in West Ashley. In his free time, Chris likes spending time on the boat with his dogs, Riley and Drama, and playing golf.