“I’ve always been interested in personal finance – I actually enjoy budgeting, saving and planning my expenses. When I was younger, I thought being a ‘financial planner’ meant being in sales, which did not appeal to me. Fortunately, that’s not the case at all at Truepoint. Here, the most important criteria is to always do what is in the client’s best interest rather than pushing an agenda or particular investment.”
As a financial planning specialist, Chris leverages his passion for personal finance to provide stellar guidance and a superior client experience. “Setting goals, diligent budgeting, and understanding monthly cash flows can be hard work for someone who doesn’t enjoy the process. But I really love doing it, so it’s a pleasure for me to discuss planning methods and thought processes with clients.”
Chris is a summa cum laude graduate of Xavier University, having earned a bachelor’s degree in business administration with a focus in finance. He is a Certified Public Accountant (CPA) and a CERTIFIED FINANCIAL PLANNER™.
Outside of work, Chris is a tutor at Silverton Paideia Academy. He also enjoys reading, swimming, recreational softball and kickball leagues, and visiting his family in St. Louis.