As one of the owners of the firm, Chris has lead responsibility for client investment strategy and implementation. His strength is in portfolio construction and the design process of overall asset allocation. Client education and understanding are key tenets to that investment process. Chris earned a bachelor’s degree in accounting from the University of Northern Iowa and soon after passed the Certified Public Accountant (CPA) exam. He also holds the Chartered Financial Analyst (CFA) designation. As a current member of both the Iowa Society of CPAs and the CFA Institute, Chris has pledged to uphold the code of ethics in both disciplines.* Chris loves