As a fiduciary in advisory relationships, Chris works with individuals to create comprehensive financial plans, provide personalized recommendations, and maintain meaningful client relationships.
Chris' passion for wealth management goes beyond just the numbers. He believes helping people work towards financial freedom is fundamental to improving their overall quality of life. Chris takes pride in his ability to connect with clients on a personal level, building trust and a rapport that allows him to understand their unique needs and goals.
Chris joined AGH Wealth Advisors in April 2023. He holds a bachelor’s degree in finance from Kansas State University, where he developed a foundation in fundamental financial analysis and investment management. He holds his Series 7 through LPL Financial and Series 66 securities registration through LPL and AGH Wealth Advisors and his life, health, and disability licenses.
In his free time, Chris is an avid cook who loves to experiment with new recipes. With family in Massachusetts, Chris is a fanatic of Boston professional sports, supporting the Red Sox, Patriots, and Celtics. Most importantly, Chris enjoys spending time with his family and friends, valuing the moments he shares with them.
Chris is an active member of the Knights of Columbus through the Church of the Magdalen, where he volunteers his time supporting the community and contributing to charitable causes.
“The best investment you can make, is an investment in yourself... The more you learn, the more you'll earn.” – Warren Buffet