Chris is a veteran financial planner with more than eight years experience helping families build wealth and move toward financial goals. He started his financial planning practice in Edina, Minn., in the summer of 2002 working with a large national brokerage firm. Over the years, Chris has shifted his practice toward fee-only financial planning to better focus on meeting client’s financial needs. Chris’ practice stresses estate planning, tax planning, wealth building strategy and tactical asset management to protect principal and reduce risk.

Chris joined Capital Wealth Management to deepen his fee-based financial planning practice and to operate independent of any large firm’s marketing or product focus. By working with Chris in an independent firm, clients receive advice free from any conflict of interest. Clients may engage with Chris for a comprehensive financial planning process or stand-alone asset manage- ment services. Fees are charged by the hour, flat rate or as a percentage of assets under care.

As an H & R Block franchisee Chris trains, supervises and manage 10 tax preparers in two separate offices.  In addition to tax work, Chris provides accounting and payroll services to clients.  Having 30 years of experience in small business he provides planning, development and problem solving solutions for small business clients as well as individuals.

Organization Member: 

Member, Edina Golden Key Kiwanis
Member, Edina Chamber of Commerce
Member, Waseca Chamber of Commerce
Member, St. James Chamber of Commerce
HR Block Tax Franchisee, Waseca & St. James
Member, Business Network International– Morningstar Chapter
Member, Apollo Male Chorus
Member, US Tennis Association
Alumni, College for Financial Planning
Alumni, University of Minnesota