With IAG since: 2005
Professional Certifications: CFP®
Relationship Minimum: $1,000,000
Personal: Family, travel, and sports
Honors & Awards: Five Star Wealth Manager 4-time award recipient, Forbes Best-in-State Wealth Advisor 2021, 2020, 2019
Phone: 262-446-8150
Fax: 262-446-8135
Email: cmitchell@iagwealthpartners.com
I have to credit my grandmother for getting me interested in investing. When I was a kid, she bought Ford Motors stock for me and I’ve been fascinated with investing ever since. At IAG Wealth Partners we get to know our clients “beyond the numbers.” We are problem-solvers, developing strategies to address peoples’ goals today and tomorrow.
With a passion for helping people, investment and financial planning has come so naturally. I especially enjoy getting to know my retired clients. They have a wealth of life experience and insight on the world that they inspire me and build my perspective.
Our client-focused social events are a good way to get to know our clients too. Our Shredding Picnic is one of my favorites. We get to know our clients’ entire families while we help them reduce the paper clutter in their lives. It’s always a great time.
I think the fundamental key to IAG’s success is our integrity and our holistic approach to financial planning. Our investment strategies are always designed with a purpose, and incorporate thoughtful attention to our clients’ tax and cash flow planning needs.
Chris and his wife live in Brookfield with their son and daughter. He enjoys a wide variety of activities, including downhill skiing, playing guitar, and exploring ethnic foods, but his real passion is international travel. He has visited more than 40 countries while working on his goal to visit one country for every year he has lived.
Chris has been quoted in the Wall Street Journal and has been honored on the Forbes Best-in-State Wealth Advisor ranking each of the past three years.
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