Chris Vernier

President

EDUCATION AND CREDENTIALS
B.A. Finance and Accounting

University of St. Thomas

What does "wealth" mean to you? 
To me, wealth is both a mindset and a measurable outcome. Grounded in an abundance perspective, the growth of wealth requires long-term thinking, disciplined decision-making, and the thoughtful stewardship of resources.  True wealth extends beyond a balance sheet – it’s reflected in the freedom, security, and impact you are able to create over time.

What part of this work feels most meaningful to you?
The most meaningful part of this work is being invited into clients’ lives at pivotal moments and building relationships that endure over time. I value the trust placed in me to help navigate complexity, provide clarity, and support decisions that shape the future. Being part of the journeys of families – often across multiple generations – is both a privilege and a responsibility I treasure.

How do you like to spend time outside of work?
Outside of work, I enjoy spending time with my wife and three children, especially as we approach an exciting new chapter as an almost empty-nester family. Whether it’s cooking meals together at home or exploring new destinations through travel, I value the time spent creating shared experiences and lasting memories.