Chris is the CEO and founder behind TRUADVICE, a platform he built to help independent advisors achieve and accelerate their dreams without sacrificing life-work harmony.
Chris spent 18 years as managing director at Global Financial Private Capital, where he helped recruit, train and mentor over 500 independent fiduciary advisors. During his time there, the company grew from $200 million to over $5 billion by 2016, when it was sold to a private equity firm.
As he continued on his consulting and mentorship path, he noticed a gap in the industry. There wasn’t a great place for successful financial advisors to grow and shape their futures independently. It was then that he had an aha! moment and decided to embark on his TRUADVICE path.
With TRUADVICE, Chris has created a place for promising independent advisors to work on their own terms, operating as a boutique practice in their community, keeping their existing clients and expanding their business. With TRUADVICE, they can offer the families they currently serve the chance to join a trusted cooperative platform while still getting the personal attention and care they have always provided.
TRUADVICE gives independent advisors a true place to call home — both a successful business and a supportive family. Working closely alongside his wife and two daughters, Chris has attracted the best service-minded specialists to serve TRUADVICE’s elite advisors comprehensively.
Chris has taken his lifelong love of giving back to the TRUADVICE team. They actively work to support Homes for Our Troops, Homes For Our Troops, InStride, Easterseals, Child Protection Center, Samaritan Counseling, Big Dog Ranch Rescue, Animal Haven and the Blue Alert Foundation.