Chris is a seasoned Financial Services professional with over 24 years’ experience in various roles across the industry. These roles include Retirement Planning, Due Diligence, Portfolio Analyst, and Institutional Consulting. Before joining the Atlanta Consulting Group, Chris was a Regional Director of Sales for Sierra Investment Management, responsible for 5 states in the Southeast. He grew this territory from virtually nothing to over $420 million in 6 years.

Chris is an accomplished veteran of the Financial Services industry, with extensive experience developing partnerships, driving results within wealth management product ecosystems, and collaborating with diverse portfolio managers. He has broad relationships, built on years of trust and collaboration, with investment professionals across Wirehouses, Regionals, and RIAs. His wide-ranging experience and keen awareness of how market dynamics affect financial portfolios have made him a thought leader among peers.

Chris received a bachelor’s degree in Finance from Georgia State University. He holds the Accredited Investment Fiduciary and the Accredited Wealth Management Advisor designations. Chris and his wife Amy have two teenagers – Haley and Shawn. They live in Kennesaw, GA with their two dogs – Bonnie and Clyde.