2 months ago
Market Update | January 2023
A year ago, markets were coming off one of the...
Financial Advisor,
Relationship Manager
Chris joined CAPTRUST in 2020 as a financial advisor and relationship manager. He assists in plan design, plan review, and participant education for the institutional side of the business. His responsibilities on the wealth side include walking clients through the retirement planning journey and helping them transition into life after retirement.
Prior to joining CAPTRUST, Chris was a financial advisor with Lakeside Wealth Management, a firm specializing in financial planning, fiduciary and corporate qualified plan consulting, small business services, risk and asset management, and estate, tax, and life insurance planning since 2002.
Chris is a self-proclaimed sports fanatic who enjoys traveling and big city adventures.
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