2405 Schofield Ave., Suite 240
Weston, WI 54476
Most of Chris’ clients have known him for a long time, have been a teammate of his, or he’s coached their children. He was born and raised in Wausau, and received his BBA in Marketing from the University of Wisconsin – Whitewater. He became a Financial Advisor in 2012 and he holds his Series 7 and 66 licenses. His family is active in local sports, 4H, and their church.
Service & Experience
Chris creates a custom financial plan after assessing each individual client’s needs. This process works to help achieve stated goals and then is supported by an annual portfolio review to ensure it’s working effectively for the client.
Chris provides financial planning services that include:
- Retirement Planning
- College Funding
- Wealth Management
- Asset Protection
- 401(k)/Qualified Retirement Plans
- Life Insurance
- Long Term Care Insurance
- Fixed and Variable Annuities
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