Chris Funke, CFP®

Chris Funke, CFP®

Wealth Advisor/Partner

Chris is a dedicated and experienced Certified Financial Planner™ (CFP®) with over 13 years of expertise in the financial industry. His passion lies in helping clients navigate the complexities of financial planning, helping to ensure their financial well-being across all life stages.

Professional Accomplishments:

  • Investment Management: Chris has successfully guided clients through various market cycles, tailoring investment strategies to align with their risk tolerance, goals, and time horizons.
  • Retirement and Distribution Management: As a comprehensive advisor, Chris assists clients in creating retirement income strategies, helping to optimize Social Security benefits, and managing required minimum distributions (RMDs).
  • Risk Management: Chris emphasizes the importance of risk mitigation. He helps clients preserve their assets through insurance strategies, estate planning strategies, and risk diversification.
  • Debt Management: Chris educates clients on effective debt management strategies, emphasizing responsible borrowing and debt reduction.

Family-Centric Approach: When Chris isn’t diligently working with clients, he cherishes time spent with his family. His wife, Sarah, and their sons—Ethan, Alex, Caleb, and Isaac—are the center of his world. Together, they share a love for outdoor activities, sports, and quality family time.

Balancing Act: While Chris is committed to his clients, he also knows the value of self-care. He sneaks away for a round of golf whenever possible, finding solace on the greens. Additionally, the Funke family enjoys weekends at their lake house on the serene Lake of the Ozarks. These getaways provide the perfect blend of relaxation and adventure, creating lasting memories for all.

In all aspects of his life, Chris embodies a balance of professional dedication, personal commitment, and a zest for life. Whether advising clients or enjoying family moments, he remains steadfast in his mission to guide financial futures.