Chris is an Accredited Asset Management Specialist^® (AAMS^®) who specializes in Alternative Investments, Portfolio Management and Trust and Estate planning. Chris earned a Bachelor of Business Administration in Finance, while minoring in Economics, from the Cox School of Business at Southern Methodist University. He went on to begin his career in New York City as a Financial Analyst at Nomura before returning to Dallas to join Alex. Brown, a division of Raymond James, as a Client Advisor. Chris is currently an MBA candidate at Duke University's Fuqua School of Business.

Individuals who hold the AAMS^® designation have completed a course of study encompassing investments, insurance, tax, retirement, and estate planning issues. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations. All designees have agreed to adhere to Standards of Professional Conduct and are subject to a disciplinary process. Designees renew their designation every two-years by completing 16 hours of continuing education, reaffirming adherence to the Standards of Professional Conduct and complying with self-disclosure requirements. The designation is administered through The College for Financial Planning.