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Discover Little-Known Strategies That Could Make the Difference Between Being a Burden on Your Children and Your Ability to Stay at Home and Select Who Your Caregivers are, Instead of Having Someone Else Decide for You.
ABOUT THE AUTHOR
Chris is President of Serenity Wealth Management based in the St. Charles Missouri area. He 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 on their financial well-being. Serenity Wealth Management was created to provide strategic direction and financial insights to families and business owners directly, providing each of his clients the Financial Serenity they Deserve.
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 the unique goals & objectives of each and every client.
