Chris Winkler

My earliest inspirations came from my own family. My mother and grandparents immigrated to the US from war-torn Lebanon when she was six. I watched my grandfather work two full-time jobs, and my young single mom worked two to give me access to opportunities she did not have. They never attained what many would recognize as wealth, materially. What they left me was a legacy of hard work, personal sacrifice, and great compassion for others.

After attending Purdue University and twelve years in advisor development, practice management, and senior leadership at a large privately held wealth management firm, I discovered my greatest fulfillment came from working closely with clients. I resigned to form our firm in 2009.

We are private and boutique by design. The clients we work with become long-term partnerships, and often great friendships. Away from the office, my wife Lauren and I have twins, Audri and Camden. I stay busy training for triathlons, hiking, playing golf, gardening, collecting wine, and cooking.