Having been groomed to take over a successful family business, Moneta Group principal Chris has particular expertise in business and succession planning, as well as the complicated dynamics that confront many families. He has seen first-hand the problems inherent in transitioning a family business and believes that small businesses are the backbone of our economy. "I know exactly how not to do it," he says, "and I have a passion for doing it the right way." At Moneta, tightly held corporations are a vital part of the client base. "It's a perfect niche for me because it's something I believe in and have a real passion for."
As a result of his experience, Chris collaborates with more than one client. "We work side by side with clients, their parents, children and, in many cases, grandchildren to identify financial goals and design strategies for achieving them." Every family is different, Chris says, so it's critical to work closely with clients to truly understand their situation and establish unique goals.
A significant part of Chris' practice is managing benefits for clients, including profit sharing, pension and 401(k) plans. Significant time and care is spent with each and every client. Financial plans are tailored to clients' needs, providing them with a solid financial foundation. He also works with business owners in transition and helps design retirement plans.
Chris also works with individuals and families, helping them create long-term plans. "Based on financial goals, the biggest mistake any investor can make is to deviate from his or her long-term plan," he says. "As my clients' advocate, I prevent them from making counterintuitive decisions. I am dedicated to protecting my clients from decisions that typically are losing strategies that may have serious consequences."
Chris joined Moneta Group in 2004 after serving as an investment representative at Edward D. Jones & Co. He is an Accredited Asset Management Specialist and a member of the Financial Planning Association. Active in the community, Chris is involved with Ronald McDonald House Charities, Gateway MS Society and the Association for Corporate Growth. He is also on the Board of Governors for the Missouri Athletic Club.
Chris enjoys spending time with his wife, Cynthia, and their three boys.