Chris is committed to creating wealth management strategies that simplify financial lives while providing the highest level of personal service. His approach to wealth management is a consultative, goals-based system that begins with the belief that each client has his or her own individual objectives. Chris offers financial advice and guidance backed by an in-depth investment knowledge base, and a strong understanding of executive comp and high net worth strategies. Committed to providing outstanding wealth management that goes beyond investment advice, Chris seeks to help clients optimize every morsel of their financial lives so that they can concentrate on what they value most in life.
Chris began his financial services career in 2004, joined Merrill in 2013 and in 2021 founded Oxbow Financial,
LLC to further empower his clients to envision and realize their path to financial freedom. He has obtained his
CERTIFIED FINANCIAL PLANNER™ (CFP ® ) certification and in the early 2000s received his bachelor’s degree in finance and investments from Illinois State University. He and his wife reside in Lake Forest with their three children. Chris is also an active member of Gratitude Generation, Inc (G2) and President of the Chicago Browns Backers North Chapter. G2 is a local 501©3 charitable organization which helps instill gratitude into future generations through education and service.
FINRA registrations: Series 7, 63, & 65