Chris focuses on the complex needs of wealthy individuals and families by serving as their personal financial concierge through financial planning, perspective, and personalized investment portfolios. He is a pragmatic thinker, relationship-oriented and vested in the personal and financial wellbeing of our clients. Chris is committed to providing attentive, consistent, and empathetic client-focused care.
Prior to joining Rockefeller Global Family Office, Chris spent 17 years at Merrill Wealth Management working alongside Gerry Dahlander. Together, Chris and Gerry have built a solid foundation based on families helping families. Chris has held several roles in his career ranging from client associate to chief operating officer of his Dallas team to financial advisor, all while mentoring new associates in between.
Chris graduated from Texas Tech University. He lives in Southlake with his wife and their daughter. They enjoy traveling, snow skiing, family movie nights, and cheering on their daughter’s sporting competitions.
You are not eligible to see this content