Wealth Advisor | Financial Planner
Chris is a Financial Planner and Wealth Advisor at BentOak Capital where he works with clients to help them pursue their goals and contributes to the firm’s overall financial planning and investment management process.
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 help guide them on that path —giving financial confidence whenever possible, advice when needed, and always with a view towards the future.
Chris has been a CERTIFIED FINANCIAL PLANNER™ practitioner since 2007 and a part of the investment and financial planning industry since 2004. In those 15 years, he has earned experience in mortgages, banking, investments, charitable planning, estate planning, insurance, and employee retirement plans.
Chris graduated from Abilene Christian University with a Bachelor of Business Administration degree. In addition to the CFP® designation, Chris also holds 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.
He is part of the finance committee at his church and has helped coach little league baseball for many years. When not at work, you will most often find Chris with his family at the lake, cooking, camping, playing board games, watching baseball, or listening to music. Chris, his wife, and two children live in Bridgeport.