Chris helps clients define their lifestyle goals and discover the financial steps necessary to realize them. He operates from the conviction that clients are real people, requiring his advice and mentoring to really understand and take control of their financial lives. Chris encourages his clients to look at the big picture first and then, develop specific plans for taxation, retirement, investing, education funding, and leaving a financial legacy.
Prior to joining LFA, Chris was a financial advisor with Cetera Investment Services for 13 years. However, he initially earned a B.A. degree in Biology from Saint John’s University in Collegeville, Minnesota, and taught for three years before beginning his financial career. Today, Chris enjoys meeting with new clients in the Brainerd office, having good conversations, and developing relationships he hopes will last a lifetime.
“Financial planning is a great career. I get to work with people and help them every day,” says Chris, who knows what he wants from life. “Only a life lived for others is a life worth living” is his favorite quote, spoken by theoretical physicist Albert Einstein.
Chris is a past-president of Kiwanis and formerly, served on the Finance Board of the Brainerd Lakes YMCA. He is a member of Toastmasters and a parishioner at St. Francis Catholic Church.