Portfolio Technical Specialist

816-285-9000 |

Areas of Expertise

  • Cash Flow Management
  • Quarterly Estimated Taxes
  • Data Collection / Connections
  • Trading


I graduated from Texas Christian University with a Bachelor degree in Business Administration, where I majored in Finance.  As a member of Phi Delta Theta, I’m involved in many community activities.  I began my career working in the customer service industry developing skills for the wealth management industry.  In my 10 years working for Charles Schwab, I built many client relationships with Registered Investment Advisors.  I gained industry experience in client relationship management, portfolio management, and investment platforms.

I live in Kansas City with my beautiful wife, Jenny, and our two amazing children.  In my free time, I enjoy spending time at the lake house, fishing and skiing.  I love to travel and be a part of a variety of Kansas City events as well as church activities.  One of my biggest passions is to root for my 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.

Personal & Community Involvement

  • Portfolio Technical Specialist, Buttonwood Financial Group, LLC: 2015 – present
  • Client Service Specialist, Schwab Performance Technologies: 2005 – 2015