Chris Kovarik
Senior Director, Wealth Management
Chris’s advisory practice serves high wealth individuals, business owners, retirement plans, charitable foundations, and other not-for-profit entities.
Chris develops, implements and monitors planning-based investment strategies specifically tailored to each client’s objectives, while providing cost- and tax-efficient solutions. His expertise includes financial planning and portfolio management services for not-for-profit organizations, retirement planning, estate planning, charitable gifting, Social Security planning, income tax planning with tax advisors, and overall coordination of these areas.
In his free time, Chris enjoys restoring his MGB and spending time outdoors with his wife and four children.
PROFESSIONAL AFFILIATIONS AND DESIGNATIONS
- CFP®
- State of Illinois insurance license – life, health, long-term care
- Member – Financial Planning Association
EDUCATION
- Bachelor of Science, Finance, Minnesota State University – Moorhead
