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Chris began his career in financial services in 2003 with AXA Equitable working primarily with small business owners, educators and individuals and then in 2005 moved to a private wealth management firm in the North Dallas area specializing in asset management and retirement distribution planning.
In 2008 Chris affiliated with 1st Global Capital Corp in Dallas, TX where he consulted with over a hundred CPA firms training them to grow financial planning practices in their existing accounting practices.
Chris graduated from the University of North Texas with a Bachelor of Science in Finance. He is a registered representative who has passed the FINRA Series 7 and 66 examinations, and he holds the Texas and Florida Life and Health insurance license. Additionally, Chris is a CERTIFIED FINANCIAL PLANNER™ practitioner.