Dedicated to a personal approach to planning your retirement.

Focus

Chris recognizes that a reputation of quality service and trust is earned by building lifelong client relationships based on honesty and integrity and providing prudent investment strategies specifically tailored to each client’s needs.

 

Background and Experience

• Chris has 30 years of experience in the Wealth Management industry.

• He joined Wells Fargo Advisors in 2017 after spending 9 years with UBS in Oklahoma City.

• Chris received his BBA from Oklahoma State University.

• He earned his CIMA^® designation from the Wharton School of Business.

 

Away From the Office

• He, and his wife Debi, are very involved in the Oklahoma City community.

• Chris has always been passionate about helping children. He is a member of the board of directors of Children’s Hospital Foundation, in Oklahoma City.

Max focuses on managing personalized portfolios based on a family’s specific financial goals. He uses investment planning and capital market assumptions to determine the optimal asset allocation for each family. He implements aggressive growth strategies for younger clients and high-income, low volatility strategies for clients nearing or in retirement. His client base is a mix of high-net-worth families, small business owners and doctors.


Experience

• Max received his Bachelor of Science in Economics and a minor in business from Southern Methodist University in 2014.

• He joined UBS in 2015 and worked there for 6 years before joining Wells Fargo Advisors in November 2021.

Outside of the office

• Max enjoys spending time with friends, playing golf on the weekends, and he has a passion for physical fitness.

Focus

Laurie’s focus, and main role as part of the team, is to provide exceptional service in every aspect of each clients’ needs.

 

Background and Experience

• Laurie joined Wells Fargo Advisors in 2017 after spending 9 years at UBS.

• She attended Oklahoma City University, and has more than 27 years of experience in the Wealth Management industry.

 

Away From the Office

• She and her husband Jeff enjoy traveling and are passionate about music and their shih tzu.