With 30 years of financial planning experience, Chris Buck manages our Dayton, Ohio advisory and service teams. Chris is responsible for managing existing client relationships, formulating and implementing advice, as well as developing new client relationships. He is also a member of our Financial Autonomy Specialized Practice Group.

Licensing and Education

• CERTIFIED FINANCIAL PLANNER® Professional
• Certified Financial Transitionist certification (CeFT®)
• Bachelor of Science in Business, Wright State University

Accomplishments and Honors

Chris is a Five Star Wealth Manager Award recipient and member of the Sudden Money Institute. He also serves as treasurer of the local Estate Planning Council chapter. In the past, he has served as an Adjunct Professor of CFP® courses for Cedarville University, Kaplan Schweser, and The College for Financial Planning.

Community Involvement

In his free time, Chris enjoys spending time outdoors camping, hiking, and playing golf. He plays the electric bass guitar and is an avid sports fan rooting on his favorite teams – the Minnesota Vikings, The Ohio State Buckeyes, and the Cincinnati Reds. Chris and his wife Jenny have three daughters.

Selected Resources

• Understanding Retirement Income