Chris is a Wealth Advisor for Avior Wealth Management.
Chris is very passionate about financial planning and making a difference in people’s lives. He began his career in the financial services industry in 2004. Chris is a CERTIFIED FINANCIAL PLANNER™ and takes being a fiduciary for his clients very seriously. Clients always come first! Chris believes solid, long-lasting relationships are fostered by slowing down, getting to know every client very well and navigating them through a refined financial planning process and investment analysis.
He believes everyone’s wealth serves a purpose for them and seeks to understand what that is for each person or family he serves. With this purpose in mind, the financial planning becomes that much more meaningful and important for everyone involved.
Chris is an active member of the Financial Planning Association of San Antonio and South Texas. He is very detail-oriented, focused, and truly enjoys guiding his clients and their families towards financial well-being, peace of mind, and overall success.
His strengths include recognizing and removing unnecessary risks from his client’s estate plans and investment portfolios, as well as, identifying and utilizing more tax efficient investment strategies where appropriate. Chris is completely dedicated to those he serves. He understands and appreciates the high level of trust that is placed upon him every day and is grateful for the privilege to be their lifelong financial advisor and friend.
Outside of work, Chris and his wife, Rachel, have two young and energetic boys, Cade and Cole. They enjoy the outdoors, sporting events, and spending time traveling together.