Chris graduated from Texas Christian University with a Bachelor degree in Business Administration, where he majored in Finance. As a member of Phi Delta Theta, he’s involved in many community activities. He began his career working in the customer service industry developing his skills for the wealth management industry. In his 10 years working for Charles Schwab, he built client relationships with Registered Investment Advisors. Chris gained industry experience in client relationship management, portfolio management, and investment platforms. Chris lives in Kansas City with his wife, Jenny, and their 2 children. In his free time, Chris enjoys spending time at the lake house, fishing, and skiing. He loves to travel and participates in a variety of Kansas City events as well as church activities. One of Chris’ biggest passions is to root for his alma mater, TCU, along with rooting for the Dallas Cowboys.
Portfolio Technical Specialist
Chris performs all trading, money movement, quarterly tax payment support, and RMD payments for all clients. He manages all Buttonwood portfolio management programs, which include Orion, eMoney, and By-all accounts. As the Portfolio Technical Specialist, Chris is responsible for the vast number of investment management related administrative tasks involved in managing client investment accounts.
Professional & Community Involvement
- Portfolio Technical Specialist, Buttonwood Financial Group, LLC: 2015 – present
- Client Service Specialist, Schwab Performance Technologies: 2005 – 2015
Mission: Buttonwood Financial Group, LLC
Our mission as a Family CFO is to positively impact each of our clients by providing ongoing consultative assistance, allowing them to organize and take control of their financial lives. Buttonwood accomplishes this by simplifying, organizing, and executing holistic financial strategies in harmony with our multigenerational clients’ financial lives. We coach, teach, mentor, and guide with genuine authenticity in our client’s best interest. We care about serving our community and our clients with passion and integrity.