Chris is a financial planner with Key Private Bank responsible for providing financial advice and direction to clients and advocating financial planning within KeyBank. Prior to joining KeyBank, Chris served the tax, financial, and investment needs of over 400 families at Bixby & Associates Financial Solutions. Specializing in retirement planning, risk management, and tax planning, Chris has more than twelve years of financial planning experience. Chris is a CFP® practitioner and an enrolled agent licensed to practice before the IRS. He is an instructor for the National Association of Tax Professionals, the University of Vermont Tax Extension School, and has been an instructor for Champlain College and the H.D. Vest Financial Planning Institute. Chris is in the process of completing his Master of Science in administration from St. Michael’s College in Colchester, VT, and has a Bachelor of Science degree in finance from Bob Jones University in Greenville, SC. Born in Elche, Spain, Chris now lives in Milton, VT with his wife Lydia and their son Cooper.