Awards and Industry Recognition

Financial Planning

Top 40 Under 40
2024

Barron's

Top 1,200 Financial Advisors
2025 • 2024

Forbes

Top Wealth Advisors Best-In-State
2025 • 2024
Top Next-Gen Wealth Advisors Best-In-State
2024
About Chris Wimpfheimer

Meet Our Team

Insights

Family Legacy

How parents can create financially independent adults

May 27, 2025Education, communication and planning are key for successfully raising financially independent adults.Read Now
Markets

Finding opportunity in increasing deficits

May 23, 2025A new tax bill is poised to push the U.S. debt burden higher. Here’s what you can do to find opportunity.Read Now
Wealth Planning

J.P. Morgan Summer Reading List 2025

May 20, 2025Curiosity: it’s where transformation begins. Join us as we reflect on transformational ideas with J.P. Morgan’s Summer Reading List 2025.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.