About Us
Based in Colorado, our firm offers a range of services including retirement planning, education planning, cash flow planning, investment management, and tax planning for both individuals, as well as small business owners across the U.S.
Chris is a Wealth Management Advisor with Lifetime Financial Growth and has a team of specialist to ensure that you have the answers you need.
Chris has been in the financial services industry for over 12 years. He started his career working in the institutional space helping employees enroll in their 401(k) plans through their employer. He went on to work at Northwestern Mutual helping individuals with their life insurance, disability insurance, and investment planning needs.
Feeling the desire to provide a more comprehensive level of planning that wasn't focused around a specific product, Chris left Northwestern Mutual to move to one of the Top 10 Accounting firms in the country, CliftonLarsenAllen (CLA). While at CLA, Chris continued to build his knowledge working with high-net worth and ultra-high net worth clients, helping them with every aspect of financial planning from cash flow planning in retirement to 1031 exchanges and everything between. He most recently worked with clients at Facet Wealth helping clients reach their goals, whether that be as simple as building an emergency fund or goals as complex as the desire to build their business into the next Fortune 100 company.
Feeling like there was more that he could offer, Chris made the decision to leave Facet and join Lifetime Financial Growth, LLC where he can focus on every aspect of a client's financial journey. If it's not an area that Chris specializes in, Chris is proud to have the ability to bring a specialist or refer his clients to other resources so they can find the answer they are looking for.
Chris is a Wealth Management Advisor of Park Avenue Investment Advisory and Financial Representative of Guardian.
Outside of work, Chris enjoys spending time with his wife, Ellen, and dog, Mowgli. In addition to being with his family, Chris also enjoys working on their vehicles in the garage, cooking all sorts of recipes, watching football (go Browns!), spending time outside, and listening to live music with friends.
We know you have a lot of options when it comes to picking a financial planner. Choosing to work with us means partnering with a dedicated CHARTERED FINANCIAL CONSULTANT® and CERTIFIED FINANCIAL PLANNING® professional that is committed to providing professional guidance and personalized service. We empower our clients to make informed financial decisions that align with their long-term goals. With a focus on transparency, integrity, and trust, we strive to build lasting relationships built on mutual success.
Contact us today to schedule a consultation and take the first step towards achieving your financial goals.
Park Avenue Investment Advisory Form CRS | Form ADV - Firm Brochure
This material is intended for general use. By providing this content Park Avenue Investment Advisory, LLC and your financial representative are not undertaking to provide investment advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact a financial representative for guidance and information that is specific to your individual situation.
This material is intended for general use. By providing this content Park Avenue Investment Advisory, LLC and your financial representative are not undertaking to provide investment advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact a financial representative for guidance and information that is specific to your individual situation.
Securities products and advisory services offered through the dually registered broker dealer and SEC registered investment adviser Park Avenue Securities LLC (PAS), member
FINRA/SIPC. Investment advisory and financial planning services can also be offered through Park Avenue Investment Advisory, LLC, a standalone registered investment advisor. Park Avenue Investment Advisory, LLC is registered with the Securities and Exchange Commission as an investment adviser. Certain Investment Adviser Representatives (IARs) affiliated with Lifetime Financial Group are IARs of Park Avenue Investment Advisory, LLC. Lifetime Financial Group may also have Registered Representatives and IARs who are registered with Park Avenue Securities LLC. Park Avenue Investment Advisory, LLC is an indirect, wholly owned subsidiary of The Guardian Life Insurance Company of America (Guardian) and PAS is a direct wholly owned subsidiary of Guardian. Both PAS and Park Avenue Investment Advisory, LLC are located at 10 Hudson Yards, New York, NY 10001. Lifetime Financial Growth LLC is not an affiliate or subsidiary of PAS, Park Avenue Investment Advisory, LLC or Guardian Life Insurance Company of America.
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