Chris is a registered representative of LPL Financial and has been working in the financial services industry since 1994. He is the founder of Perspective Financial Group and has focused most of his career on assisting companies design, implement, and operate their group retirement plans. In 2008, Chris expanded his focus to include holistic financial planning and wealth management for individual investors.
Chris values the deep connection that he shares with his clients as it allows him to fully understand their goals, strengths, financial fears, and challenges that they face in meeting their objectives. This enables him to approach each client’s financial plan with a comprehensive perspective and create strategies with the client’s best interest in mind.
Chris is a graduate of Ball State University where he earned a B.S. degree in Finance. He has also earned the Chartered Retirement Plan Specialist (CRPS®) and Accredited Investment Fiduciary (AIF®) designations.
Chris resides in Zionsville, Indiana with his wife Stephanie. They have three sons and two daughters-in-law. Chris is a member of the worship team, deacon, and finance committee member at Cornerstone Bible Church in Westfield, Indiana. He enjoys motorcycling, boating, golf, and his family.