Director of Financial Planning | Wealth Advisor
Chris is the Director of Financial Planning at BentOak Capital where he works with clients to help them clarify and pursue their goals. Among other duties, he oversees the firm’s financial planning process and employer retirement plan initiatives.
Chris believes the role of a financial planner is to help people accurately assess where they are today and confidently plan for where they want to be tomorrow, then to be a knowledgeable guide on the appropriate paths along the way.
Chris has been a CERTIFIED FINANCIAL PLANNER™ practitioner since 2007 and a part of the investment and financial planning industry since 2004. In those two decades, he has earned significant experience in holistic financial planning, charitable planning, estate planning, and heritage planning.
Chris graduated from Abilene Christian University longer ago that he would like to admit, but has never stopped learning new things. In addition to the CFP® designation, Chris also holds the Certified Private Wealth Advisor® certification from the University of Chicago’s Booth School of Business, the Certified 401(k) Professional designation from TRAU University, Series 7 securities registration through LPL Financial, Series 65 through Garrett Wealth Advisory Group, and a Texas Life and Health Insurance license.
When not at work, you will most often find Chris with his family at the lake, cooking, camping, playing board games, watching baseball, and listening to music, podcasts, or books. Chris, his wife, and two children live in Bridgeport.