Direct Line: (865) 288 – 2127
Chris joined the Patriot team as a financial advisor in 2015. He earned his Bachelor of Science degree in Business Administration in Finance from the University of Tennessee, Knoxville, with a collateral focus on Entrepreneurship. He is a Certified Financial Planner™ professional, as well as a NAPFA-Registered Financial Advisor and a member of the XY Planning Network. Prior to joining Patriot, he worked in the financial services industry for over four years as a fee-only financial planner.
Chris is passionate about helping people design, create, optimize, and maintain their ideal lifestyle through financial planning. To help carry out this purpose, Chris also founded Patriot’s Financial Fitness program, a monthly retainer service designed to also provide quality financial planning advice to those who may not yet have significant wealth. There is a particular focus on in-depth planning to balance spending now and saving for the future, as well as an ongoing process to make sure the plan constantly evolves with a client’s ever changing vision for their ideal lifestyle. Chris also provides pro bono financial planning for those who couldn’t otherwise afford it.
In his spare time, Chris enjoys reading, sports, traveling and spending time with his friends and family. He, his wife, Amy, and their little girl, Elizabeth, live in the Hardin Valley area of Knoxville. They also attend Cokesbury United Methodist Church.