Kris has been in financial services since 1999 after moving to Florida from his home state of Nebraska. He currently carries the Chartered Retirement Planning Counselor (CRPC) Accredited Investment Fiduciary (AIF) and Behavioral Financial Advisor (BFA) designations. He has co-authored a book on personal financial planning.
"I was fortunate to find a career that I am excited about every day. I most enjoy engaging with clients to provide advice and guidance on their financial lives. I want every person that comes into contact with our firm to know their best interest and well-being is paramount to us."
Outside of work, Kris enjoys family time, golf, music, reading, church activities and exercise. He and his wife, Meg, live in Bradenton with their four children