Chris Bockstael

CHRIS BOCKSTAEL CFP, MFA

PRESIDENT

Chris specializes in helping business owners and professionals manage their wealth using comprehensive planning solutions to achieve the best long-term outcome. Coming from a successful business family, Chris has experience in managing corporate family wealth and dealing with the tax circumstances that revolve around family wealth. His background in competitive golf is reflected in his work as an advisor, determined to provide his clients with an exceptional client-service experience and first rate financial advice.