About Us
Serenity Wealth Management was created to provide strategic direction and financial insights to families and business owners directly, providing each client the Financial Serenity they Deserve.
Chris has over 20 years of experience in the finance and accounting industry. After a successful career in the corporate world, it was time for a change. Chris was missing the personal connection, community involvement, and ability to truly make a difference in individual people’s lives he knew he could offer. The key was to combine his strategic mindset, vast financial experience, and coaching personality with his passion for people and desire to make an impact in their financial well-being.
As a licensed CPA, Insurance Agent, and Investment Advisory Representative, Chris coaches his clients on a holistic view of financial well-being. His passion, dedication, and educational approach to personal finances build long-term relationships with his clients. The customized approach is strategy-focused, delivering customized solutions to meet unique goals & objectives of each client.
Stacie brings over 20 years of office experience to Serenity Wealth. Her focus on client experience, event planning, and coordination ensures each member of the Serenity Wealth family stays connected. Stacie’s vast experience in patient care makes sure we deliver our promise of providing great customer service, communication, and an enjoyable experience.
Chris and Stacie live in the St. Charles community with their 2 active, growing boys. As outdoor enthusiasts, they spend their time cycling, hiking, or watching their boys play soccer. Both are weightlifting enthusiasts and have together completed 9 IRONMAN triathlons (one side by side).
