Professional Experience
As Founding Partner of Meridian Wealth Management and a CFP® professional and CDFA® professional, Chip specializes in family wealth planning, retirement income planning and asset management. Through a goals-based investment approach and the Wealth Vision™ planning process, he helps clients make better decisions when accumulating wealth, managing risk or planning for retirement.
Chip has been entrusted with managing client assets and navigating the markets for 30 years. He began his career as a Financial Advisor with Morgan Stanley. He later worked in the Private Client Group of Wells Fargo Bank assisting corporate executives, business owners and high net-worth families.
Chip and his family live in Bow Mar, CO but you will find them skiing, golfing and exploring all over the state.
Professional Designations and Registrations
- Certified Financial Planner® professional
- Certified Divorce Financial Analyst® professional
- Investment Advisor Representative with Meridian Wealth Management (Series 65)
- Registered Securities Principal* (Series 24)
- Registered Securities Representative* (Series 7)
- Uniform Securities Agent State Law* (Series 63)
- Licensed Insurance Producer
*Securities registrations held through LPL Financial
Professional and Community Affiliations
- Member of LPL Financial’s 2024 Masters Club*
- National Sports Center for the Disabled (NSCD)
- Director of Puksta Foundation
*Achievement based on annual production among LPL-affiliated investment programs only.
Client Testimonials
“Hi Chip, I hope this note finds you and your family doing well. My sincere thanks for the beautiful flowers and gift. It was such a kind gesture to recognize my retirement. More importantly, I am so grateful for all you have done in guiding my family’s investments through the years. It is truly thanks to you that we are in a position for me to retire. I will forever be grateful to you for all you have done for us! With kind regards, KP“
“Chip, we would like to take a moment to thank you for all you have done and helped us with.
You came into our lives seven years ago. You helped me, [Lori], with my inheritance. My parents had entrusted their finances with you, which then I got you to help me. We are so grateful we turned our 401K’s over to you. You are always in touch with us and keep us up on what’s best for us whether we are withdrawing money or when we worry with what’s going on in the market.
Thanks again, we can’t tell you how much we appreciate you and Lexy for all you do – Michael and Lori R.“