Chris is a graduate of the nation's only undergraduate Trust program at Campbell University in North Carolina, where he received his BBA in Trust and Wealth Management, an MBA, and a minor in Financial Planning. Chris served in the US Trust, Bank of America Private Wealth Management offices in both Dallas and Kansas City before helping to market and develop a community bank trust department in Dallas. He and his wife, Marybeth, and their six month old son, Jesse, have recently moved back to Texas after being in Columbia, South Carolina, where Chris was managing a small business for his in-laws.
LEGACY & WEALTH TRANSFER
PERSONAL FINANCIAL PLANNING
ESTATE PLANNING & ADMINISTRATION
TRUST PLANNING & ADMINISTRATION
SENIOR LIFESTYLE SERVICES
SECURITIES ARE NOT FDIC OR GOVERNMENT AGENCY INSURED | NO BANK GUARANTEE
MAY LOSE VALUE | NOT A BANK DEPOSIT | SUBJECT TO RISK