Our advisors utilize their experience and expertise and that of their colleagues to develop the best solutions for your complex personal and professional financial situations.
Actionable planning strategies to inform and guide your decision-making.
Senior Associate
Fort Worth
Client Advisory
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.
Partner & Market Leader
Partner
Partner & Practice Leader
Associate
Principal
Senior Principal
Partner & Director of Private Direct Investments
Partner & Director of Investment Management
Partner & Chief Equity Strategist
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.
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.
