University of Iowa, BS
Chris delivers a variety of financial planning services to Kovitz’s clients, including retirement modeling, tax planning, portfolio construction and estate plan review. Prior to joining Kovitz in 2014, Chris was a Financial Planning Associate at JMG Financial Group, Ltd., where he focused on the development and implementation of comprehensive financial plans for high net worth clients. In 2008, he received a Bachelor of Science in Finance with a minor in Spanish Language from the University of Iowa. Chris has been a CERTIFIED FINANCIAL PLANNER™ since 2013. He is also a member of the Financial Planning Association, Chicago Estate Planning Council and Milwaukee Estate Planning Forum. Chris lives in Milwaukee, WI with his wife, Steph and two children, Ellie and Owen; he fills any spare time with outdoor barbecuing, long-distance running and homebrewing.