Chris is a founding partner at Berkeley Capital. As a CFP®, he takes particular interest in the macro-level of his clients’ finances by ensuring that their investment, cash flow, insurance and business needs align with their short and long term goals.
Leaving a big Wall Street firm early in his career in search of greater independence – for both himself and his clients – has cultivated Chris’ appreciation for working with small businesses, entrepreneurs and young professionals.
Chris graduated from the University of the South, aka Sewanee, in Tennessee with honors in economics and an impressive D3 basketball career.
He currently lives in Brookhaven, Georgia with his beautiful wife, Morgan. After work, you can find him at the local CrossFit gym or trying to sneak in 9 holes at any golf course still open.
Reach out to Chris if you ever want to discuss your retirement account, savings plan or basketball.
Insurance-related services may not be provided to individuals residing in any states other than AL, AZ, CA, CO, CT, DE, DC, FL, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV and WI
Investment and insurance products:
NOT FDIC-Insured NO Bank Guarantee MAY LOSE VALUE
Securities offered through Triad Advisors Member FINRA/SIPC; Advisory Services offered through Berkeley Capital Partners, LLC. Berkeley Capital Partners, LLC is not affiliated with Triad Advisors.