As a wealth advisor for HBE, Chris works with individuals and families to address their diverse financial needs. His comprehensive and customized approach to financial planning includes advising his clients on their investments, saving for retirement, estate planning, philanthropic giving, tax strategies and other aspects unique to their circumstances.
Joining the firm in 2015, Chris brought with him extensive knowledge and experience. He previously worked in the wealth management department of a regional bank as a private client advisor and mutual fund analyst, a role very much akin to the title he holds today for HBE.
Chris earned his bachelor’s degree from the University of Nebraska-Lincoln. He is also a Chartered Financial Analyst® charterholder and a CERTIFIED FINANCIAL PLANNER™ professional. His spare time is spent with his wife, Kama, and their five children.