Senior Vice President, Heritage Institutional Services, LLC
Chris joined Heritage Institutional Services in 2016. In his role as Senior Vice President, his specialty is employee benefit plans and in this role he assists plan sponsors with their fiduciary responsibilities and the plan governance aspects of sponsoring a retirement plan. Chris has over 25 years of experience of providing tax and retirement solutions to his clients across the South.
Prior to joining Argent, Chris served clients in a similar role at Capital One,N.A. (formerly Hibernia National Bank) for over 20 years. A licensed Certified Public Accountant and Chartered Global Management Accountant, he is a member of the American Society of Pension Professionals and Actuaries (ASPPA), the American Institute of Certified Public Accountants (AICPA), and the Louisiana, Mississippi, and Tennessee state accounting societies.
Within the AICPA, Chris has held several national leadership positions related to employee benefit matters and currently serves as a member of the Tax Executive Committee, the policy setting body on tax matters for the organization serving on the 401k subcommittee of the Government Affairs committee. He has also held several leadership roles within the Society of Louisiana CPAs. In 2014, Chris was appointed by the U.S. Treasury to the Advisory Committee on Tax Exempt and Government Entities (IR2014-65) which provides consultation to the IRS to improve efficiencies and service. Chris is a frequent speaker within the accounting and legal communities on retirement plan issues and is invited to attend many national conference events.
Chris enjoys his service on the worship team of his Church where he plays keyboards for the contemporary band. He and his wife, Sara, have two children and are all avid scuba divers holding many advanced certifications. He received his B.S. in Accounting from the University of Mississippi.