Chris Tooker, AIF, CFP, CIMA, CPWA, MSFS

Chris has been specializing in retirement plans and personal wealth management since 2014. He is known for his commitment to empowering clients through education and personalized financial strategies, with an emphasis on optimizing taxes and maximizing legacies. His professional background includes completing a rigorous advisor development program at a major wire house firm, achieving Million Dollar Round Table status at a leading U.S. life insurance company, and serving as a group retirement plan subject matter expert for hundreds of advisors at a Midwest-based independent RIA. Chris also holds the CFP®, AIF®, CIMA®, and CPWA® designations, covering the full spectrum of retirement planning, investment management, and fiduciary responsibility.

Additionally, Chris is a respected educator, currently teaching CFP® courses at the University of Nebraska Omaha and Client Psychology at the College for Financial Planning. That unique experience allows Chris to understand not just the numbers, but why participants make the decisions they do, which makes a real difference when it comes to driving better retirement outcomes for retirement plan participants. 

Beyond his professional work, Chris is deeply committed to the communities he serves. He has held multiple nonprofit board leadership roles and brings that same spirit of service and accountability to every professional relationship he builds. Personally, Chris is a Lifetime Member of the National Council of Corvette Clubs and he enjoys quarter-mile drag racing, car shows, and poker rallies with his family, having won a Wally Award with his Greenwood Corvette.