Cris’ mission is to be an essential partner with each client helping them get from point A to point B with an appropriate amount of risk. I work with mid to high net worth individuals, executives and business owners to help them achieve their financial goals. I also concentrate working directly with business owners in helping implement effective retirement plan solutions that are based upon the clients risk tolerance, timr horizon, liquidity needs and overall investment goals. By understanding my client's goals, I am able to implement a plan that responds to their unique needs. My guiding principal is that the customer comes first - because it's right and because I believe that the way to achieve success in my own business is to help my client's achieve their goals.
1. ESTABLISH OBJECTIVES: Cris understands that every client has different short and long term goals with different time horizons and levels of risks. Using a 360 degree fact finding process to discover the client’s needs allows us to more thoroughly address those needs.
2. SET STRATEGY: Once the specific needs and objectives are established, design an investment strategy to address the client’s objectives with the appropriate level of risk and sharing this information with the client’s other family advisors, including attorneys and accountants.
3. IMPLEMENT SOLUTIONS: Implement the solutions that have been set based on the established objectives and strategy.
4. REVIEW PROGRESS: Periodic review of the plan’s progress with the client to make certain that its strategy remains aligned with the client’s current needs and objectives.
Cris is a lifelong resident of the Jackson area and is a graduate of Mississippi State University where he earned a Bachelor of Science degree in Business. Cris joined Merrill Lynch in 2010. Cris has 1 girl, McKay, and 1 boy, Jack. Cris is a very active parishioner at St. Joseph Catholic Church in Gluckstadt MS.