Chris is the Executive Vice-President, Director Financial Strategies Group at Benjamin F. Edwards. As Director of Sales & Marketing, Chris oversees the firm’s expansive suite of products, planning, advice and service offerings. The offerings vary in nature to address clients’ needs from implementing an asset allocation plan to addressing complex estate planning needs. Chris is also responsible for spearheading the efforts of the Benjamin F. Edwards’ home office experts in assisting advisors and clients with growing and preserving wealth, planning for retirement, growing a business and providing a legacy for generations.
Since joining Benjamin F. Edwards in 2018, Chris has expanded the firm’s product and service offerings to better serve the evolving and complex needs of advisors and their clients.
Prior to joining Edwards, Chris was Sr. Director of the Advisory Relationship Management team at SS&C Advent. He also held the role of Chief Operating Officer at Moneta Group – an RIA in St. Louis from 2011 to 2015 and spent 19 years with A.G. Edwards and its successor companies.
Chris earned his MBA from St. Louis University in the School of Commerce and Finance with an emphasis in Finance. He holds a Series 7 license and is a Certified Financial Planner CFP®.
In his free time, Chris enjoys spending time with his wife and two children. He is passionate about spending time outdoors boating, snow and water skiing and hiking. His love of hiking has opened the door to the stunning scenery of Glacier, Yosemite and Yellowstone National Parks, Mount St. Helens in Washington, Mount Whitney in California, and his favorite Mount Hood in Oregon .