Overview
As the leader of Aprio’s Private Client Group, Chris develops and guides Aprio’s team of skilled, caring, and experienced advisors to help individuals and families build and preserve their wealth.
Experience
Passionate about seeing both clients and co-workers succeed, Chris helps clients build and sustain generational wealth with a comprehensive suite of services such as income tax planning, estate planning, and philanthropic planning. By addressing the now and planning for the future, he ensures Aprio’s team of trusted advisors effectively guide a wide variety of professionals from physicians, attorneys, and small business owners, to corporate officers, real estate professionals, investors, and family offices.
Chris excels in helping clients grasp the generational value of timely estate tax planning. While working with clients to activate estate planning sooner, rather than later, he helps clients establish generational planning that provides significant tax savings.
Education & Affiliations
Chris received his Bachelor of Business Administration in Finance and a Masters in Taxation from Georgia State University. Prior to joining Aprio in 1998, he worked as an investment advisor for a regional brokerage firm. His current professional affiliations include:
- American Institute of Certified Public Accountants
- Georgia Society of Certified Public Accountants
When Chris isn’t helping clients pay less in taxes and secure generational wealth, he enjoys traveling with his family, saltwater fishing, golfing, and attending Braves games.
Insights
