For Chris, working with clients is about more then just managing money- it's about understanding the story behind each client's financial journey. This philosophy, shaped by both his industry experience and theological education, guides his work at Waypoint Financial Solutions, Inc.
He has over a decade of experience in the financial services industry, including roles as a compliance principal and analyst. Chris holds Series 7, 24, and 66 licenses and is also a Certified Investment Management Analyst® (CIMA®). The CIMA® designation is a professional certification for financial advisors and investment consultants in advanced portfolio construction. With his extensive experience and advanced certifications, Chris is well-equipped to help Suzanne, Peter, and Tina develop and implement investment strategies that align with their clients unique financial goals and risk tolerance.
Chris's education at Fuller Seminary in Pasadena, CA has been invaluable in his work with clients. This experience deepened his understanding that people come from diverse backgrounds, experiences, and histories that profoundly shape their views on money, finances, and their overall worldviews. As a result of his seminary training, he takes the time to understand how these factors influence each client. His seminary background is a unique benefit to clients, as it enables him to connect their financial goals with their broader life perspectives and values.
Chris is passionate about helping clients achieve their financial goals and is committed to providing them with exceptional service. In his free time, he enjoys spending time with his family, biking, and practicing jiu-jitsu. Chris lives on Doty Island in the Fox Cities with his wife, Robin, and two children, Logan and Campbell and their dog, Sunny. He and his family are active volunteers at their local church and enjoy giving back to the community.