Meet Our Team
Chris has more than 35 years of experience in client administrative services, financial planning and investment research. Most recently, Chris was part of Commonwealth Bank since 1999 and led the Trust Administrative Group. Responsibilities included trust, estate, and account administration and related services. He also previously served as a Managing Director for The Sachs Company, a local investment firm and their affiliate, Louisville Trust Company.
Chris received his B.S. in Finance from the University of Notre Dame and his M.B.A. from University of Louisville. He attended Cannon Trust School and is a graduate of the American Bankers Association's National Trust School. Chris has been a member of the Estate Planning Council of Louisville and on the Board of Directors of the Energy Conservation Associates/ Project Warm. He has also been on the Development Advisory Committee to the Board of Directors, Assumption High School and a Habitat for Humanity volunteer.