Chris provides thorough and personalized investment planning. When a working relationship is established, he can help you work toward achieving your desired goals. For over two decades, Chris has helped clients address their financial needs and develop strategies by focusing on individual goals specifically oriented to them. With extensive experience throughout major shifts in the market. Chris has dedicated his career to delivering the personalized investment planning services his clients deserve. He works with individuals, families, business owners, 401k plans and foundations.

 

In 2000, Chris joined his father-in-law, Richard Davis, at A.G. Edwards* in Mequon, Wisconsin. Chris and his business partner, Pete Kobin, moved from the Mequon office in 2011 and opened an independently owned office for Wells Fargo Advisors Financial Network in Cedarburg. They merged with Barth Guilette’s office in Sturgeon Bay in 2012 creating CedarDoor Wealth Management, and welcomed new partner, Carrie Schilz, in 2015. Chris has worked as both an advisor and as a branch manager.

 

After graduating from the University of Wisconsin in Madison with a degree in engineering, Chris worked several years for Johnson Controls, and earned an MBA from Northwestern University. He then accepted a job working for Hewlett-Packard in Colorado. While living in Colorado, Chris was part of an investment club that he really enjoyed that led him to his career change in 2000.

 

Chris lives in Cedarburg with his wife Lisa, a physical therapist. They enjoy spending family time with their two sons, Kyle and Jackson; daughter, Annika; daughter-in-law, Kimmy; and of course, grandchildren, Raelynn and Parker. Chris and Lisa are also members of the Milwaukee Curling Club where Chris is currently a board member.

 

CA Insurance License Number: 0D61327 Resident State WI

 

* Predecessor firm of Wells Fargo Advisors Financial Network