After spending more than a decade with well-known firms such as Paine Webber (UBS) and Edward Jones, Chris realized that the best way to truly serve his clients was through complete independence. That vision led to the creation of Pilot Wealth Management — a firm built on the belief that financial planning should never be a one-size-fits-all process.

Chris founded Pilot Wealth to provide personalized, strategic investment management and holistic financial planning tailored to each family, individual, and business. Independence allows the firm to focus entirely on clients’ best interests and helping them maximize income before retirement and efficiently distribute it during retirement.

The name Pilot Wealth reflects Chris’s early passion for aviation when he was a student at Embry-Riddle Aeronautical University. While it was hard for him to step away his dream of becoming a pilot, he discovered his true calling in guiding clients toward financial confidence and success.