I was in the process of transitioning into retirement and needed guidance on structuring my portfolio for sustainable cash flow and tax optimization. Chris helped me clearly define the parameters of my retirement goals and translated them into a thoughtful, well-designed portfolio strategy that he then helped me implement.
Throughout the entire process, Chris made a point of ensuring I fully understood the rationale behind every decision, which gave me confidence and direct control over my portfolio rather than feeling like I was handing it off blindly. His ability to explain complex concepts in a clear, practical way was invaluable.
Chris is extremely knowledgeable, objective, and genuinely focused on my long-term success—not on selling products or services. I felt supported, informed, and respected at every step.
I highly recommend working with Chris if you’re looking for a financial advisor who is strategic, transparent, and truly client-focused.
I can't say enough good things about working with Chris! From the start, it was clear that he truly cares about understanding my personal goals and needs. Unlike other advisors I've worked with, he took the time to listen carefully and tailor a financial plan that fits me, not just a one-size-fits-all approach. His modern, flexible approach to financial planning really stood out. He made sure to explain everything in clear, simple terms, which was so refreshing, especially when dealing with complex topics. I also love how adaptable he is—he regularly checks in and updates the plan based on any changes in my life or financial situation, making me feel confident and in control of my financial future. I highly recommend Chris for anyone looking for personalized, thoughtful, and forward-thinking financial advice. He makes the process feel collaborative, and you can really tell he’s invested in your success!