Personal

I grew up Colorado. I went to Johnson and Wales University where I received my A.S. Culinary Arts, B.S. Food Service Management and my M.B.A. I met my wife Cori at Whole Foods. We love cooking, eating and good cocktails. We have a daughter together Blake who is truly amazing. Being a girl Dad is the best thing in the world, I love it. We relocated to the North Dallas area in 2021 to be closer to family and have that "village" that we need to raise our daughter. I am a die-hard Broncos fan and enjoy playing Golf and shooting pool. 

I have no doubt that my purpose in life is to help people. This is why I love doing the type of work that I do. My mission is to help people live their best lives. I spent most of my life in the foodservice industry working at numerous companies and holding various positions. I then realized the path to my purpose in life will not be found in my comfort zone. So I made a major career change to greater impact people. I really found my niche market of working with Tech professionals. I am very analytical and align well with people in that industry. I look forward to helping you in the near future. 

-Chris Moen

Professional

I'm committed to helping you get closer to your dreams. When you partner with me, you can expect a judgment-free, pressure-free environment with conversations that will be jargon-free. I strive to provide you the best experience possible.

Because Financial Planning encompasses so many areas of the financial world there is no one size fits all plan. My goal is to help you on a very personal level, and tailor plans specific to your goals. Please contact me to set up a time for us to spend some time getting to know each other.

Here are my areas of expertise

Financial Planning

Life Insurance Strategies

Retirement Planning & Income Strategies

Education Planning & Funding

Tax-Efficient Strategies

Investment Planning & Strategies

Business Planning

Long-Term Care Planning

How Northwestern Mutual helps you live the life you want.

When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.

Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.

It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.

Downtown Milwaukee, WI Skyline