Chris, Vice-President of Summit Wealth Group (SWG), is a CERTIFIED FINANCIAL PLANNER™ practitioner. He is a Registered Representative and Investment Advisor Representative of Commonwealth Financial Network® (a registered broker/dealer, member FINRA/SIPC) and holds FINRA Series 24, 7, and 65 securities registrations. Chris also holds the Accredited Investment Fiduciary®(AIF®) designation.
Chris joined Executive Financial Planning (EFP), one of Mississippi’s first financial planning firms, in 1999 as an Associate Planner. In July 2000, Chris relocated to Colorado Springs, Colorado, to become part of the team at EFP’s western branch office. In 2002, SWG was created to provide additional wealth management services for clients. In June, 2006, Chris returned to his native state to open the Madison, Mississippi office of SWG.
Chris graduated from Mississippi State University with a degree in Business Marketing Administration. He also has a Masters of Business Administration from Millsaps College. With his 20-year background in client services and marketing administration, primarily in the health care industry, Chris brings expertise in developing long-term business relationships to SWG, and is committed to providing personally tailored financial and advisory services to individuals. He enjoys working with individuals and small business owners in pursuit of their hopes and dreams.
Chris and his wife, Becky, live in Ridgeland, Mississippi. They are active members of St. Matthews United Methodist Church in Ridgeland. He is an active member of the Mississippi Chapter of the Financial Planning Association and serves on the Board of Directors.