A seasoned professional in life insurance, tax, and holistic wealth planning, Kris brings a wealth of experience and expertise to his role at TTSG. Kris is a CPA-CA, CFP, holds a Master of Professional Accounting (MPAcc), and his TEP designation. His educational journey reflects his commitment to excellence and sets the stage for his impactful career.
Kris held different roles in his career collaborating with High Net Worth and Ultra High Net Worth clients, focusing on holistic financial plans emphasizing tax and estate planning, insurance strategies, and cash flow management. Kris developed comprehensive financial plans for mass affluent clients, with a significant emphasis on life insurance. Beyond professional success, Kris values doing what’s best for clients, effective communication, ethical conduct, and being a positive force in others’ lives.
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1.800.505.5503Chief Executive Officer & Principal
Principal
President and Chief Operating Officer
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Director, Human Resources
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Client Solutions Manager
Client Solutions Manager
Client Solutions Manager
Client Solutions Manager
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Client Solutions Manager
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Account Service Representative
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