Chris has more than 25 years of experience providing financial and wealth management advice and services. A graduate of Michigan State University, Chris joined Merrill in 2007, from Smith Barney. He focuses on tax-efficient investing along with wealth management strategies for his clients. Chris is a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by managing on a discretionary basis his own personalized or defined strategies, which may incorporate individual stocks and bonds, model portfolios, and third-party investment strategies. Chris has three boys. *Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.