From his desk at Momentum Advanced Planning, Kris helps families develop and implement the most intricate and complex planning strategies, those involving insurance, finance and wealth transfer across generational and national boundaries.
Momentum families and their advisors particularly appreciate his talent for demystifying structures and clarifying issues—and guiding parties successfully to consensus and action.
Kris began his career as operations lead at the media and marketing firm Harte-Hanks, helping national and global organizations realize cost efficiencies and increase profitability. In 2007 he moved to National Financial Partners, where he established himself as an authority on estate planning, insurance and an expert at anticipating and averting potential obstacles, domestically and internationally, to clients’ planning goals. Kris’ global vision led to steadily expanded responsibilities—he was appointed AVP Strategic Resources and then VP Strategic Resources & New Markets before he joined Momentum in 2018.
Kris holds a BS in Applied Mathematics from Texas State University. He is a CERTIFIED FINANCIAL PLANNER™ and a full member of The Society of Trust and Estate Practitioners.
In his free time Kris enjoys his time with his family, backpacking, and all things soccer.