Where Brian Started
Brian was managing his family’s portfolio while running his business. He’d done some day trading in the past, knew what he was doing, but didn’t have the time anymore. As a business owner, he was wearing too many hats — and managing investments wasn’t helping him grow his company.
Meeting Chris
Brian met Chris through a networking group around 2017. He’d worked with advisors at Charles Schwab before, but they only handled wealth management. They were reactive, not proactive. Brian wanted someone who understood his personal and business finances together.
Working Together
Chris coordinates with Brian’s CPA, looks at tax strategy alongside investments, and handles the 401(k) compliance and employee onboarding. When Brian wants to make a big purchase or investment, he calls Chris first. He’s proactive about tax planning, running three-year strategies instead of reacting to what happened last quarter.
