Chris is a Founding Principal and senior investment advisor at Cypress Wealth Management, an independent wealth management and financial advisory firm. His primary focus is advanced planning and investment management for high-net-worth individuals and families. Chris graduated from the R.H. Smith Business School at the University of Maryland in finance and is a two-time 5 Star Wealth Manager of the year with publications in The Wall Street Journal and Fortune Magazine. He has more than 15 years of experience in the financial services industry and maintains his FINRA Series 7 and 66 securities registrations through Commonwealth Financial Network®, along with his life and health insurance licenses, and state securities licenses in more than 25 states.
Chris provides ongoing, uplifting support with a special touch to critically ill children and their families as a board member of the Casey Cares Foundation, Women in Business and local charity events in Howard & Carroll County.
This communication is strictly intended for individuals residing in the states of AK, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, LA, MA, MD, MN, NC, ND, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI, WV. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.