EDUCATION AND CERTIFICATIONS
- B.S., Accounting, University of Northwestern – St. Paul
- Series 65
Senior Operations Associate
Chris works directly with our Wealth Partners providing client services and streamlining our ongoing operations.
Chris began his career with a small financial services firm. He then grew his technical experience working in audit for a multinational manufacturer and in management consulting for a global professional services firm. In the latter role, he consulted several Fortune 500 clients in areas such as business performance improvement, public company transformation, and compliance.
While gaining insights into the broader marketplace, he considered how to use his skill set to serve clients more directly and tailor more personalized solutions for their benefit.
Chris lives in St. Paul, Minnesota, with his wife, Rachel. In his free time, he enjoys playing music, swimming, rock climbing, exploring local restaurants with his wife and friends, and mentoring youth from his local church.