Chris Bourgeois is the newest member of our team of advisors. He brings more than 16 years of experience developing solutions for executives, families, and business owners. He has a knack for helping determine the most urgent goals and helping direct the solution whether he provides the answer directly or connects you with the expert to help you.

As a former PGA club professional (and still an avid player), Chris knows the importance of the “swing.” You can have the best clubs available but if you haven’t fine-tuned your swing, you may end up with less than what you hoped for.

Before joining our team, Chris served as a Vice President at Woodforest Financial Services, as a managing partner of High Point Financial Group, and as an advisor with IMG Financial Group. In 2003 Chris was named the New Associate of the Year by Securian Financial Network, a nationwide network of financial services firms. It is the marketing name for the sales and distribution arm of Securian Financial Group, Inc.  Chris was nominated and awarded the prestigious “Rising Star” award given by the Houston Association of Insurance and Financial Advisors (2005) as well as the Excellence in Performance award given by Securian Financial Group, Inc.

Chris attended Louisiana State University and the University of Texas, Austin.  He enjoys spending time with his wife Mikael Ann and young daughter.

Chris’s Kolbe Profile is 8-6-4-2 which says his forte is in combining his sense of history with his talent for seeing themes. He uses the greatest amount of energy figuring out the background of a problem and the steps necessary to solve it. He is great at helping define objectives, establishing priorities and developing complex strategies.  A key goal for Chris is to help clients navigate through uncertainty by monitoring, adjusting, and mediating between the vision and the given.

Licensed to conduct securities business in Texas.

Licensed to conduct investment advisory business in Arizona, Pennsylvania, Texas, and Wisconsin.

Licensed to offer insurance in Texas.

Check the background of this investment professional at http://brokercheck.finra.org