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Chris Nichols
Managing Partner & Senior Wealth Advisor
Chris has spent more than two decades in the financial services industry, specializing in comprehensive wealth planning for ultra-high-net-worth clients. He partners with entrepreneurs, families, and institutions — alongside their trusted advisors — to define unique objectives and build customized strategies that address investment management, philanthropy, and multi-generational planning.
Keith Ward
Associate Wealth Advisor
Keith is passionate about helping individuals and families navigate complex financial decisions. After a successful career in business-to-business sales and entrepreneurship, he transitioned into wealth management to pursue a more people-focused path. A Samford University graduate, he especially enjoys working with business owners and entrepreneurs, combining financial expertise with personal insight to help them protect and grow their wealth.