Chris’s strengths and traits are that of a curious thinker, individualism, competitiveness, and enthusiasm. Thus, he is one of the rare advisors that can combine the deep analytics of portfolio design and construction with the strategic thinking necessary to create a unique tailored plan based upon each clients’ complex financial matters. Utilizing those strengths, he is then able to leverage the vast resources of Farm Bureau Financial Services while still providing his clients the feel of an exclusive wealth management boutique.
Starting with a deep discovery process, Chris wants to gain an in-depth understanding of your challenges, opportunities, and aspirations. His over a decade of experience as a financial advisor combined with the 15 years of experience he had with his family’s successful small business gives him a perspective and empathy for clients most advisors don’t have. An empathy that is genuine and not fake or contrived. Combining that with a competitive nature, Chris brings energy and enthusiasm that is apparent in the passion he has for his clients.
He is a graduate of Texas Tech University and holds the Certified Investment Management Analyst® certification administered by the Investments & Wealth Institute and taught in conjunction with The Wharton School, University of Pennsylvania.
A firm believer in giving back to his community, Chris has served and held leadership positions with numerous non-profit and service organizations since college where he was a member of the Catholic Service Fraternity. Currently, he serves on the Board of Trustees for the EveryStep Foundation and on the Kavanaugh House Capital Campaign Cabinet.
He lives in Des Moines with his son who attends Dowling Catholic High School.
Plan Today. Prepare for tomorrow.