Chris Underwood

Wealth Advisor
Kansas City Area
Chris is a financial advisor with almost a decade of experience ranging from wealth management to customized tax minimization strategies. He has provided financial guidance to all walks of life and has extensive experience working with business owners, doctors and medical professionals.

Chris is driven by the opportunity to help people navigate any and all financial waters and achieve their financial goals. Chris believes that everyone is unique, and the key to success starts with truly understanding each client’s unique situation. This approach allows Chris to create a customized and holistic financial plan that will evolve with the client’s needs.

Chris grew up in Oklahoma where his parents taught him the “good ol’ fashion” values of decency, trust, and integrity. Chris uses these values to help guide his clients through life’s challenges. Outside of work, Chris says he “married up” and has three really good kids. In the rare instance that he has some free time, Chris enjoys cooking and playing golf. He says he’s a “pretty decent cook and a pretty poor golfer.” 

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