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Christopher Werden, MBA

Christopher Werden, MBA

Financial Advisor

Since his career began, Chris has strived to be effective in the world by making a difference in his clients' lives. He takes extra steps to develop a deeper understanding of his clients' needs to help them realize the financial security they desire. The solutions that Chris offers go beyond investment management to include college savings strategies, retirement planning, eldercare, philanthropy, estate planning, and cash management.

Chris majored in Finance and earned his Bachelor of Science degree in Business Administration from Elon University. Upon returning to Charleston, Chris continued his education and graduated from The Citadel with his Master of Business Administration.

Beyond his professional role, Chris is a family-oriented individual. He resides in Charleston, SC with his wonderful wife, Katelyn, and their two amazing children, Kennedy and James. They are the inspiration behind his unwavering dedication to financial planning and securing a brighter future for every family he works with.

Chris believes that financial planning is more than just numbers; it's about understanding your aspirations, concerns, and dreams. By building strong relationships with his clients, Chris strives to offer comprehensive solutions that align with their long-term objectives. Whether you're planning for retirement, saving for your children's education, or navigating complex investment strategies, Chris is here to guide you every step of the way.