Chris Tarkowski 

Senior Vice President, Wealth Advisor
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Areas of Expertise

Goal Alignment
Tax Strategies
Retirement Planning
Philanthropy
Estate Planning

Qualifications & Experience

  • Bachelors of Business Administration, Davenport University 2008
  • MBA, Western Michigan University 2013
  • CERTIFIED FINANCIAL PLANNER® Professional, 2015
Kalamazoo, MI

Media

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Words to Live By

You must be the change you wish to see in the world.
Mahatma Gandhi

Client Experience Professionals

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Team Members

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About

Chris brings a holistic approach and over five years of expertise in wealth management and financial planning to each client's specific needs, ensuring confidence and comfort in their financial future. He is dedicated to forging close partnerships with individuals and families, understanding their financial goals and tailoring solutions to their unique situations. 

Chris began his financial career with JPMorgan Chase, following four years of active duty in the Marine Corps that included two tours in Iraq. With nearly two decades of experience, Chris has adeptly navigated economic downturns that included the Great Recession and the challenges of the Covid-19 pandemic — provided him with invaluable insights into constructing and executing intricate financial plans encompassing retirement, tax, estate, and philanthropic planning.

Chris is based in Michigan, where he enjoys outdoor activities and spending time with his daughter.