Chris has had an extensive 18-year career in the financial industry, including senior roles at major financial institutions like Wells Fargo and JPMorgan Chase, along with pivotal contributions to a startup bank, where he specialized in SBA lending, financial analysis, and strategic decision-making. In addition, he brings prior experience as an M&A advisor, helping numerous business owners navigate complex transactions, focusing on profitable lower-middle market businesses, and leveraging his rich background in finance and lending. Chris holds a bachelor’s degree in finance from DePaul University, grounding him in sound financial principles and industry insights. Growing up with a father who was a small business owner who had dedicated over 50 years to running a business, Chris was instilled with a unique understanding of the entrepreneurial journey, shaping his passion for assisting businesses in reaching their strategic goals. Outside of work, Chris values time with his wife (who is also a business owner) and children and is active in his local church and community. Chris’s commitment to family, community, and business excellence reflects his dedication to making a meaningful impact personally and professionally.
