Chris Beck, MBA

Chris Beck, MBA

Director of Planning Services

Christopher (Chris) M. Beck, MBA

 

Chris has been in the financial services industry since 2011.   In addition to his experieince in the financial industry, he brings 15 years of small business management experience. Chris graduated Summa Cum Laude with a Bachelor’s degree in Organizational Management and earned his MBA from Concordia University, St. Paul, in 2010. He has been helping clients build their financial independence ever since.

Chris works with individuals, small business owners, families, and young professionals in the areas of financial planning, investment management, retirement planning, and all personal lines of insurance.

His mission statement is “Your Life, your goals, your financial security, attained through an ethical and honest approach.” Chris believes the beginning of a sound financial plan is knowing what is important to each client, knowing their time horizon and risk tolerance, and together, charting a course to reach your goals. Chris is a research driven advisor, with a depth of knowledge in investment strategies. Having led teams in the hospitality industry, Chris is a service oriented advisor who brings recommended solutions and options to his clients with the constant awareness that his singular goal is to make sure his clients reach theirs. Chris is accountable to results, recognizing that while some market dynamics are unpredictable, he believes precision and foresight will lead to the best identifiable answer.

Chris lives in Inver Grove Heights, Minn., with his wife, Talia, and their three children. An avid sports fan, he enjoys golfing, fishing, hiking, and vacationing with his family on Lake Superior’s North Shore.

Phone 612-435-0043