Chris is an experienced Certified Financial Planner™ professional, with almost two decades of direct experience advising clients on financial matters. Driven by integrity and hard work, he takes pride in helping clients arrive at optimal retirement planning strategies based on their specific situation.
As a partner and founding member of Concentric Wealth Partners, his goal is to help clients pull the interrelated pieces of their financial life together into a central strategy that puts them on track for their specific financial goals. Chris has earned and maintains the following professional designations, securing a comprehensive understanding of holistic financial planning:
- Certified Financial Planner® CFP® professionals have completed extensive training and experience requirements and are held to rigorous ethical standards. This designation is designed to inform advisors of all complexities of the changing financial climate and prepare them on how to make recommendations in your best interest. Visit the CFP Board website for more information.
- Certified Investment Management Analyst: The CIMA® certification is the peak international, technical portfolio construction program for investment consultants, analysts, financial advisors and wealth management professionals. CIMA® certification continues to be the highest level of advanced investment education for client-facing advisors.
- Retirement Income Certified Professional: The RICP® designation provides comprehensive instruction on building integrated and comprehensive retirement income plans. A key focus is understanding, choosing and executing a strategy for generating sustainable income from all available resources – whether that means using systematic withdrawals from a portfolio, building an income floor with bonds or annuities, or using a bucket strategy.
- Chartered Life Underwriter®: The CLU® certification provides advisors with an in-depth knowledge of life insurance law within the context of overall risk management with a focus on addressing estate planning and business succession planning needs.
- Certified Plan Fiduciary Advisor: The CPFA® credential program provides thorough training and emphasizes key learning areas such as fiduciary responsibility, regulatory compliance, and best practices in plan management.
Chris is originally from Hanover County and received his bachelor’s degree in marketing from Virginia Tech. Go Hokies! When he isn’t guiding clients through their financial planning strategies, Chris can be found with his wife, Lindsay, and children, Carson and Kinsley, building them a tree house, golfing, or spending time at Smith Mountain Lake. Chris is also passionate about his contributions to the Children’s Hospital of Richmond and the Virginia Tech Alumni Association.
Licenses held:
- Series 65 – Uniform Investment Adviser Law Examination
- Series 63 – Uniform Securities Agent State Law Examination
- SIE – Securities Industry Essential Examination
- Series 7 – General Securities Representative Examination
- Series 6 – Investment Company Products/Variable Contracts Representative Examination
Virginia State Corporation Commission – Producer: Health, Life and Annuities
The Forbes Best-In-State Wealth Advisors 2024 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2022 to 6/30/2023 and was released on 4/3/2024. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 42,108 nominations, roughly 8,500 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.
The Forbes Next-Gen Wealth Advisors Best-In-State rankings, developed by SHOOK Research, is based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered are under 40, have a minimum of four years' experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. The Research Summary (as of August 2023) included: 42,108 nominations for all rankings, based on thresholds, 22,874 invited to complete online survey, 17,996 telephone interviews, 3,859 in-person interviews at advisors’ location, 1,487 virtual interviews and 3,738 individuals considered and 1,464 individuals won the Next-Gen ranking. This ranking is based upon the period from 3/31/22 to 3/31/23 and was released on 8/8/23. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. For more information go to https://www.forbes.com/lists/best-in-state-next-gen-advisors/?sh=166061825fc3.
The 2024 AdvisorHub 100 Fast Growing Advisors to Watch ranking is based on an algorithm of criteria, focused on three key areas: Quality of Practice, Year-Over-Year Growth, and Professionalism & Character. The rankings weigh the scores in Quality and Growth more heavily than other areas. Time period upon which the rating is based is from 12/31/2022 – 12/31/2023, and was released on 6/20/2024. Advisors considered have a minimum of seven years’ experience, a clean regulatory record with 2 or fewer complaints and no significant judgements, must have been with their current firm for at least two years and in good standing, and have at least $100 million in assets under management. Out of 1,816 total nominations received, 100 advisors received the award. This ranking is not based in any way on the individual's abilities in regards to providing investment advice or management. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with AdvisorHub.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA” and “Certified Investment Management Analyst.” Use of CIMA and/or Certified Investment Management Analyst signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for investment management professionals.
Investing involves risk and you may incur a profit or loss regardless of strategy selected.
Raymond James does not provide legal services. Please discuss these matters with the appropriate professional.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
