Chris Thom, CFP®, ChFC®, CLU®, CWS®
President and Head of Wealth Services
Chris Thom is a senior wealth management executive with 25 years of industry experience. He has a passion for delivering superior results by equipping adviser teams with a disciplined financial planning approach that creates exceptional client experiences. Chris was a financial adviser before entering leadership roles at USAA, Charles Schwab and most recently Edelman Financial Engines. His tenure at Charles Schwab culminated in the leadership of Schwab Private Client Investment Advisory (now known as Schwab Wealth Advisory), a Schwab-owned registered investment adviser with over 800 employees and $125 billion in assets under management. Most recently at Edelman Financial Engines, Chris led the West Division of financial adviser teams, which included over 150 advisers in 49 offices across the western United States.
Chris holds several professional certifications and designations, including CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant®, Chartered Life Underwriter® and Certified Wealth Strategist®. He holds a Life/Health Insurance license, and he previously held FINRA Series 24 and Series 7 licenses.
Chris lives in Fort Worth, Texas, with his wife and three children. A graduate of Texas Tech University, Chris is an avid college football and basketball fan when not watching his own kids compete at soccer, golf, and cheer.
*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP® in the U.S., which it awards to individuals who successfully complete CFP® Board’s initial and ongoing certification requirements.