Centura Wealth Advisory
Chris has been in the financial services industry for over thirteen years, six of those serving ultra-affluent families and privately held businesses. As Senior Case Designer, Chris is responsible for modeling in-depth customized planning solutions that fit the diverse needs and goals of Centura clients, as well as assisting in the ongoing stewardship of those plans. Before joining Centura, Chris served as the sole Case Design specialist for an advisory member firm of M Financial Group, where he developed life insurance solutions for high-net-worth clients, geared toward estate planning, tax efficiency, and executive compensation.
Chris earned his Bachelor of Science (B.S.) in Accounting from the University of Delaware.
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Centura Wealth Advisory
Centura Wealth Advisory is a wealth management firm serving individuals, families, and institutions seeking a planned, precise and purposeful approach to looking out for people's financial future.