Chris has over 23 years of experience in the financial services industry. A native Athenian, Chris graduated from Clarke Central High School and then the University of Georgia with a Bachelor of Business Administration. He began his investment career with Smith Barney (now Morgan Stanley) in Atlanta in 1995.
Through years of experience, Chris has provided advise and planning through every life stage. This process covers wealth accumulation, college planning, retirement planning, trusts, insurance needs, gifting and philanthropic needs. Listening to each client’s goals and dreams is paramount for success. Chris was raised in the investment business as his father was also an investment advisor for over 37 years. Through this experience, Chris learned quickly the true value of personal service and communication.
In his spare time, Chris enjoys being outdoors, hiking, fishing and boating. He has a “gentleman farm” where he can unwind by riding tractors and other manual labor. Chris is also lead guitarist and backup singer for the Kinchafoonee Cowboys. A staple of the country/southern rock scene, the band has been together for almost 30 years and plays dates throughout the southeast. Chris has a college age daughter and son in high school. They all reside in the Athens area.