Chris began his career in the industry as a financial advisor with Merrill Lynch in 2015. As a Certified Financial Planner (CFP®) and Accredited Wealth Management Advisor (AWMA®), he specializes in high-net-worth tax, investment, and estate planning, helping clients minimize their taxes and build strong income strategies for retirement through comprehensive financial planning.

Evan has over two decades of experience in the asset management/financial services space with top firms such as FS Investments, Inland, CNL, and Russell Investments.

Katie is a financial professional who has been working in private wealth management since 2014. With a focus on communication and relationship building, she has established a reputation for providing a superior client experience.

Chris has more than 30 years of experience in the financial services industry in the areas of accounting and financial planning. He is well-versed in the financial challenges faced by most individuals. Chris has also authored articles on financial planning, divorce and the financial markets. In addition, for those going through divorce, has appeared as a subject matter expert on a number of media outlets, as well as presented on the subject.