You will be hard pressed to find a better mixture of wealth management, career / industry advice, and family planning in an advisor. This is 30/40 and Kris' bread and butter. My wife and I have been w/ Kris since he started and it has been one of the best decisions we have made. I have referred multiple of my friends and family and will continue to do so. Thanks for everything, Kris!
Relationship to Financial Advisor: Client as of May 14, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.