Chris is a senior financial advisor and Certified Financial Planner® practitioner for Saltmarsh Financial Advisors, LLC, an affiliate of Saltmarsh, Cleaveland & Gund. He serves individuals and organizations as a comprehensive financial planner and coordinator of investment activities. His areas of expertise include investment management, income planning, tax and estate planning and risk management. Chris has over 15 year's experience as a wealth manager working with high-net worth families and privately held business owners across the U.S.
In addition to his role as advisor, Chris is an accomplished presenter known for being able to convey highly technical concepts to every investor. Chris was recently invited to speak at the Tennessee Banker's Association Trust and Wealth Management Conference in Nashville, TN where he presented on the SECURE Act 2.0.
When he's not with his clients, or presenting, Chris spends his time with his wife and 2 daughters traveling and going to the beach.