Since his career began, Chris has strived to be effective in the world by making a difference in his clients' lives. He takes extra steps to develop a deeper understanding of his clients' needs to help them realize the financial security they desire. The solutions that Chris offers go beyond investment management to include college savings strategies, retirement planning, eldercare, philanthropy, estate planning, and cash management.
He majored in Finance and earned his Bachelor of Science degree in Business Administration from Elon University. Upon returning to Charleston, Chris continued his education and graduated from The Citadel with his Master of Business Administration.
Chris and his wife Katelyn, live in West Ashley. In his free time, Chris enjoys spending time on his boat with his dog Riley and playing golf.