Chris is the Founder & Principal of Imperium Wealth Management. His primary responsibility is constructing and managing client portfolios through ongoing security analysis, selection, and economic evaluation. Chris forms the firm’s investment and financial planning philosophy, ensuring that these two components are coordinated effectively. Beyond this, he is responsible for firm management, and ensuring that Imperium’s clients receive outstanding service, as well as, premier advice.
Chris has 20 years of experience in the financial services industry. His background has provided him with positions in every aspect of the financial planning and investment management process from client services to portfolio management.
Chris received his Bachelor’s degree in Business Administration in Finance from The University of Texas at Austin.
Chris can be reached at firstname.lastname@example.org
Marcel is a Financial Advisor for Imperium Wealth Management. His primary responsibility is developing comprehensive financial plans that map out clients’ life-goals into actionable plans coinciding with the firm’s investment strategy. By gaining a solid understanding of a client’s assets, liabilities, income, and expenses, he can use your plan to keep you on track with your goals and objectives helping you make smart choices with your money.
He previously held positions with Fidelity Investments, gaining knowledge in key components of the financial planning process, while also attaining his CERTIFIED FINANCIAL PLANNER™ designation. Marcel earned his Bachelor of Arts in Economics from the University of Texas at Austin as well as his Master of Science in Personal Financial Planning from the University of Missouri at Columbia.
Marcel and his wife both grew up in military households and met while attending the University of Texas at Austin. They have two dogs Kobe and Sookie. They share a love for travel where Marcel is able to foster his hobby for photography using his Nikon D5500, specifically focusing on landscape shots. Marcel is also able to engage his competitive spirit playing basketball, flag-football, soccer and golf.
Marcel is fluent in both English and German.
Marcel can be reached at email@example.com.
Heather is responsible for managing, organizing, and implementing the client services and operations at Imperium. On a daily basis, she is involved in all areas of the firm’s financial planning and portfolio management process. She assists in capturing client data, forming plan design, analyzing client investment profiles, and evaluating tax planning strategies. Beyond that, she also handles the execution of financial planning recommendations, such as account construction and mechanics to making sure clients receive funds on time. She ensures client requests are handled in a timely manner and in the most convenient way possible for the client.
Heather has passed her Series 65 license exam and is registered as an Investment Advisor Representative. She received her Bachelor’s degree in Mathematics with a concentration in business from St. Mary’s University, while being a collegiate athlete in softball on scholarship. She is originally from Shiner, Texas.
Heather can be reached at firstname.lastname@example.org
Michelle is a Certified Public Accountant with 25 years of experience in the tax and accounting industry. Her client base has traditionally been small businesses, wealthy family groups, and entrepreneurs. She has extensive experience in the preparation of tax returns for individuals, partnerships and S-Corporations. Michelle has extensive experience working with QuickBooks for a wide variety of companies from both a preparation and overview perspective throughout her career. Beyond tax preparation & accounting, Michelle is a valuable resource to answer any tax question you may have. Furthermore, she is responsible for creating tax projections as well as ongoing review of our clients’ cash flows to ensure maximum tax efficiency.
Michelle grew up in Plano, Texas, and received her Bachelor of Science Degree from the University of Texas at Dallas.
Michelle can be reached at email@example.com
Angelica is originally from Dalhart, Texas. She graduated from The University of Texas at San Antonio with a Bachelor of Business Administration degree majoring in Finance. Currently, she is working towards obtaining her Certified Financial Planner’s designation.
She is responsible for managing, organizing, and implementing administrative systems and office duties as well as working in client services and financial planning.
While fulfilling her duties for our clients and staff, she looks forward to advancing her career within our firm as we continue to grow.
Angelica can be reached at firstname.lastname@example.org.