Professional
- Began money management career with Merrill Lynch in 2000
- Published in The Wall Street Journal in April 2001
- Praised by Research Magazine in May 2002
- Completed a two-year term as Lead Financial Service Provider to the University of Texas EAP in 2003
- Graduate of Rice University’s CFP® curriculum in 2004
- Currently in good standing with the board as a CERTIFIED FINANCIAL PLANNER™
- Praised by ML Advisor Magazine in both 2005 and 2007
- Selected from thousands of advisors to help create and deliver nation-wide training for Merrill Lynch financial advisors in 2006
- Texas Monthly Magazine “5 Star Wealth Manager” every year 2009-2016
- One of less than 25 wealth managers in Houston to be on Texas Monthly Magazine’s list eight years in a row
- Named a “Top Wealth Manager” by the NABCAP in the Houston Business Journal in 2013
- Provided leadership guidance to Arianna Huffington’s corporate wisdom website, Thrive Global, in 2018
- Served as Treasurer in 2016-2017 for the respected Greenway Networking Group which meets in River Oaks at The Briar Club
Personal
- Chris married Jessica in 2001 and together they raise their daughters Charlotte, Amelia, Adriana, and Avery in Katy
- Previous member of The Greenway Chapter of BNI meeting in River Oaks area at The Briar Club
- 1995 Graduate of the United States Military Academy at West Point
- Dedicated charitable supporter and board member of KIPP schools
- Enjoys supporting good causes such as Wolffest at The University of Houston as well as the Houston chapter of Guide Dogs For The Blind
- Life Member of the Houston Livestock Show and Rodeo where he served many years on the Speaker’s Committee
- Served in the U.S. Army until 2000 and left the service as a Captain
- Member of the Gulf Coast Chapter of Mensa
- Helped to found The Industry Masters Forum and served as its second president
Odd Facts
- Revived a part of Houston’s history by renovating an over-100-year old downtown building and received multiple awards and recognitions from Papercity Magazine, The Houston Chronicle, and The Houston Business Journal
- Designed and then led an ivy league-style leadership seminar for five years in close connection with The Bauer School of Business at The University of Houston
- His triathlon team raised over $250,000 for charity in 2011
- Climbed and reached the peak of Mt. Kilimanjaro in Africa
- Ran with the bulls in Pamplona, Spain
- Enjoys investments, reading, writing, and playing guitar
- Completed various races such as Rock ‘N’ Roll marathon, Tough Mudder obstacle course, 200-mile Wild West Relay, and the 70.3 Ironman Series Triathlon
- Trained briefly on Cessna aircraft and has 25 hours in the cockpit
- Lived on a 44′ Owens Tahitian in San Diego, CA
- Enjoyed doing trick roping for various Texas carnivals, fairs, and elementary schools