As one of the owners of the firm, Chris has lead responsibility for client investment strategy and
implementation. His strength is in portfolio construction and the design process of overall asset
allocation. Client education and understanding are key tenets to that investment process.

Chris earned a bachelor’s degree in accounting from the University of Northern Iowa and soon after passed the Certified
Public Accountant (CPA) exam. He also holds the Chartered Financial Analyst (CFA) designation. As a current member
of both the Iowa Society of CPAs and the CFA Institute, Chris has pledged to uphold the code of ethics in both disciplines.*

Chris loves laughing with his family and friends. Wife (and business partner) Linda and his two daughters, Haley and Kamryn are
true joys in his life. Golf and hunting are also his pastimes, and he enjoys volunteering as a the current Board Chair of Mid-Iowa Health Foundation.