OUR Team

For almost three decades, Chris has been fortunate to develop long-term relationships with some very special individuals, families and businesses.  He has the privilege of getting involved in people's lives, finding out what their financial goals and concerns are, and then providing guidance and advice to help them get to where they want to be.  Chris is passionate about what he does and truly enjoys helping others. Chris knows that financial planning can be an intimidating, overwhelming and time-consuming endeavor for many.  His goal is to help people feel comfortable throughout the financial planning process so they will make confident decisions to help reach their goals.

Chris specializes in helping clients manage their 401k/IRA moneys and can be a valuable resource when you have to make decisions about company benefits upon retirement or when changing companies.  Many of his clients are women who need help managing a divorce settlement.  They value someone who will listen to their needs, bring clarity to a difficult situation, and provide education which gives them confidence to make financial decisions on their own.   Chris provides his services to individuals and small business owners that include financial planning, risk management, wealth accumulation, design and implementation of qualified plans, and distribution strategies to provide income. 

As we age and accumulate a lot of financial "stuff," most people want to know how much money it will take to retire comfortably and to remain comfortably retired.  Chris would be honored to meet with you face to face and help you figure it out.  Chris creates a personal, web-based financial planning site for each of his clients to facilitate the financial planning process.  To view a short video about this tool please click here

In 2019, Chris received the Retirement Income Certified Professional designation from the American College.  A key focus is understanding, choosing, and executing a strategy for generating lifetime income.  The program, developed by more than 45 of the nation’s top retirement planning experts, provides advisors with best practices in areas including: Social Security claiming, evaluating and addressing risks faced in retirement, choosing distributions from employer sponsored plans, Medicare and other health insurance choices, planning for long-term care needs, choosing appropriate housing, and income tax and legacy planning.

To view additional information about Chris’ education and professional designations,
please click here.

Chris is also a multi-year Five Star Wealth Manager award winner.  To learn more about this award,
please click here.

Chris and his wife, Traci, live in the North Dallas area and have been blessed with twin boys, Mason and Brady. Chris is a Dallas native and comes from a long line of ranchers who have had their boots on the ground in Texas for over five generations.  He enjoys spending time with his family and friends, reading history and biographies, cooking, traveling to new cities, being outdoors (especially hunting and fishing) and is a Mexican food aficionado.     

Checkout my background on FINRA's BrokerCheck.

Chris Jeffers

Wealth Advisor, MBA, ChFC®, CFS™, RICP®

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