Chris joined Callan Capital in January 2021 as Director of Wealth Management. Chris’ primary responsibilities include developing and reviewing financial plans, maintaining client relationships and generating new business. Chris began his career in financial advisory and wealth management in 2015 with Ayco, A Goldman Sachs Co.
While at Ayco, Chris worked to create income tax projections and review complex tax returns for high-net-worth clients. Along with tax planning and preparation, his experience also includes investment management, estate planning, executive benefits and compensation, cash-flow strategies, and retirement planning.
Chris has a Bachelor of Business Administration in Finance from Texas Tech University, Rawls College of Business. While attending Texas Tech, he was a member of the Delta Tau Delta fraternity and the Financial Advisors & Analysts Society.
Chris is a 6th generation native Texan and currently resides in Austin, Texas with his wife, Allie, and their Vizsla, Reese. Outside of work, they can be found enjoying the outdoors, catching a sports game and spending time with family and friends.