Senior Plan Manager, LPL Financial
In his role as Senior Plan Manager at LPL Financial, Chris supports Olson Wealth Group where he assists our advisors in developing and executing comprehensive financial plans for families, foundations, and charitable organizations. Chris supports Olson Wealth Group by analyzing and assisting in implementing strategies in tax, insurance, cash flow, and estate planning with a keen specialty in elder care, second-generation clients, and creative retirement strategies. Chris also partners with advisors to deliver back-office planning support by providing detailed data analysis and comprehensive planning strategies to assist clients in pursuing their financial goals.
Chris’ financial services career began in 2017 where he served as financial planning associate, a financial planning manager, and a senior financial planning manager with investment advisory firms in the southeast. Chris received his Bachelor of Science in Finance from the University of Tennessee and is a CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner. He is also a Certified Private Wealth Advisor® (CPWA®).
Originally from Tennessee, Chris has also lived in North Carolina and Rhode Island. He is a passionate lifelong learner and enjoys researching the latest trends in financial planning and wealth management. Outside of work, Chris enjoys kayaking, hiking and traveling.