Chris is a CERTIFIED FINANCIAL PLANNER® and Licensed Investment Advisor who left Wall Street to better serve clients at Lifeworks Advisors.

As a dedicated financial strategist, Chris works with a select group of retirees and business owners who face intricate tax and estate planning challenges.

He combines sophisticated planning techniques with personalized attention to help clients preserve and transfer wealth efficiently while aligning their financial decisions with their core values.

Drawing from his background in private wealth management formerly with JP Morgan, Chris delivers customized solutions that address the complex interplay of retirement, business succession, and legacy planning.

Based in the charming lakeside town of Saugatuck, MI, Chris serves clients nationwide through a combination of virtual and in-person meetings at his Douglas, Michigan office, offering the flexibility and accessibility modern professionals expect.

Outside the office, Chris embraces an active lifestyle on his 5-acre hobby farm with his wife, Kelli, and their three children. The family’s commitment to health, running, and time together outdoors reflects their broader philosophy of living with intention and purpose—values that inform Chris’s approach to both life and financial planning.