Christopher Roberts, MBA

Christopher Roberts partners closely with clients to design, implement, and maintain thoughtful retirement income and legacy strategies.

While earning his MBA at Texas Tech University, Chris discovered his passion for finance and client advocacy, launching his career in advisor training and portfolio construction in 2001. Over the past two decades, he has worked extensively behind the scenes supporting advisors and analyzing complex financial strategies, giving him a deep understanding of how strong planning frameworks translate into real-world confidence for clients.

Today, Chris is energized by the opportunity to work more directly with individuals and families—guiding them through key financial decisions, helping them navigate change, and ensuring their plans remain aligned with both their long-term goals and evolving life circumstances. He believes successful advising is built on clarity, trust, and consistency, and he takes pride in helping clients feel informed, secure, and supported at every stage of their financial journey.

Chris has been happily married for more than 20 years, and he and his wife are proud parents to one son who still enjoys spending time with family. Outside of work, Chris values time outdoors, collecting sports memorabilia and vintage records, cheering on all DFW teams and Texas Tech athletics, and gathering around great meals and backyard BBQs with friends and family.

For Chris, family is at the center of everything he does—and that same commitment carries through to the care and attention he brings to every client relationship.