CONCENTRIC WEALTH PARTNERS - Key Persons
Job Titles:
- Member of the Your Team
- Certified Financial Planner
Chris is an experienced Certified Financial Planner™ professional, with over 15 years of direct experience advising clients on financial matters. Driven by integrity and hard work, he takes pride in helping clients arrive at optimal retirement planning strategies based on their specific situation.
As a partner and founding member of Concentric Wealth Partners, his goal is to help clients pull the interrelated pieces of their financial life together into a central strategy that puts them on track for their specific financial goals. Chris has earned and maintains the following professional designations, securing a comprehensive understanding of holistic financial planning:
Certified Financial Planner™ CFP® professionals have completed extensive training and experience requirements and are held to rigorous ethical standards. This designation is designed to inform advisors of all complexities of the changing financial climate and prepare them on how to make recommendations in your best interest. Visit the CFP Board website for more information.
Certified Investment Management Analyst: The CIMA® certification is the peak international, technical portfolio construction program for investment consultants, analysts, financial advisors and wealth management professionals. CIMA® certification continues to be the highest level of advanced investment education for client-facing advisors.
Retirement Income Certified Professional: The RICP® designation provides comprehensive instruction on building integrated and comprehensive retirement income plans. A key focus is understanding, choosing and executing a strategy for generating sustainable income from all available resources - whether that means using systematic withdrawals from a portfolio, building an income floor with bonds or annuities, or using a bucket strategy.
Chartered Life Underwriter®: The CLU® certification provides advisors with an in-depth knowledge of life insurance law within the context of overall risk management with a focus on addressing estate planning and business succession planning needs.
Chris has a bachelor's degree in marketing from Virginia Tech. When he isn't guiding clients through their financial planning strategies, Chris can be found with his wife, Lindsay, and children, Carson and Kinsley, on the Rappahannock River or cheering on the VT Hokies.
Job Titles:
- Member of the Your Team
- Client Service Associate
Kendall joined Concentric Wealth Partners in 2022 after earning degrees in Economics and Business-Finance from Randolph-Macon College. Kendall discovered a passion for personal financial planning during her college studies and enjoys the opportunity to help others incorporate their unique goals and objectives in a highly personalized financial plan.
In her role as Client Service Associate, Kendall supports our financial planning team in the development and analysis of tailored recommendations and solutions.
Kendall is an accomplished equestrian and when she isn't helping our team develop financial plans, she is either riding, caring for, and competing with her horse "Miner" up and down the East Coast or assisting her parents on their family-owned cattle farm in the Blue Ridge Mountains of Virginia.
Job Titles:
- Member of the Your Team
- Client Service Associate
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Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Concentric Wealth Partners is not a registered broker/dealer and is independent of Raymond James Financial Services.
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