Chris Cone

I’ve spent nearly two decades helping families and business owners navigate financial decisions with clarity and discipline. My approach is grounded in biblical principles of stewardship and responsibility, with a focus on producing tangible, long-term outcomes to planning and decision-making, with an emphasis on clarity, consistency, and follow-through.

I earned a bachelor’s degree in financial management and hold the Certified Financial Planner™ designation. Beyond credentials, I believe education begins early, but learning is a lifelong pursuit, and continuous research and refinement are essential in an ever-changing financial landscape.

Outside of my practice, I’m an endurance athlete who has competed in multiple triathlon events, including Ironman races. The discipline, preparation, and mental resilience required in endurance racing directly influence how I run my practice. Patience, consistency, and perseverance are not abstract ideas. They are habits built over time and applied daily.

I’m married with children, which reinforces my belief that financial decisions are rarely isolated. They affect families, businesses, and future generations, and should be approached with care, responsibility, and a long-term perspective.