Christopher is a Financial Advisor with Edward Jones in Charlotte, NC. He holds the Chartered Financial Analyst (CFA) designation and a finance degree from the University of Iowa. He focuses on creating customized wealth strategies, particularly around retirement savings, intergenerational planning, and charitable giving.
He resides in Charlotte with his wife, Caroline, who is a North Carolina native and works as an attorney. Prior to his current role, Christopher worked as a senior financial manager and analyst for companies in Northern Virginia and Charlotte.
Unique Fact: His passion for investing began at a young age, when he used money from his paper route to buy his first stock in the 7th grade.
Read the full overview →Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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