Chief Executive Officer
7924 Jessies Way, Suite A, Fairfield Township, OH 45011
Chris entered the wealth advisory business upon graduation from the University of Dayton in 2000. An experienced financial planner, Chris assists high net worth clients, business owners and endowments in the areas of Estate Planning, Trusts and gifting, Wealth Management, Insurance, Investment Portfolio Strategies and Generational Wealth Transfer. Chris is an avid runner and thoroughly enjoys the lake, boating and the outdoors. He loves watching/coaching his daughters’ Club volleyball and soccer teams. Chris is a parishioner of Sacred Heart Catholic Church in Fairfield, and resides in Fairfield Township with his wife, Chrissy and their two daughters, Kirsten and Addi.