Client Advisory

Biography

Chris is a Senior Associate based in the Fort Worth office. He is responsible for providing tax and accounting services to our clients. Chris specializes in tax preparation, planning and bookkeeping. He has four years of experience in the industry.

Chris began his career in the field of public accounting as an associate at Whitley Penn.

 

Education

  • BBA from Texas Christian University
  • Master's degree in Accounting from Texas Christian University

Highlights

  • Certified Public Accountant

Connect with Chris

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.

Meet Our  Client Advisory Colleagues

Curious about learning more? Let’s talk.

Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.