Chris has been advising clients in tax, financial, and investment planning for over 25 years. As a CPA and investment advisor, Chris ran his own tax/financial planning practice in Ponte Vedra Beach, FL for 22 years prior to joining the Lifeworks team. With extensive knowledge in retirement tax planning, Roth conversions, charitable planning, estate planning, and retirement income strategies, Chris is well-suited to assist high-net-worth clients with their complex financial planning needs. Chris enjoys working with clients to bring clarity to their financial lives and building a tax/investment structure that allows them to enjoy retirement, family, and life!