Chris Rothe, CFP®, CRPC™

President & Wealth Advisor

As a second-generation financial advisor, I was inspired at a young age by my father’s example of serving others and positively impacting their lives. Following his advice, I started investing at age 15. Professionally, I first joined the financial industry in 2003 working in my father’s firm. From him, I learned how to care for my clients and always put their interests first.

Currently, I live in McKinney with my wife of 21 years, Jamie, and our three children. I grew up right here in Collin County and graduated from Allen High School. I went on to earn a bachelor’s degree from Texas A&M University before starting my career in the financial services industry. Later, I returned to school and earned my Juris Doctorate degree from the University of Texas School of Law. I rejoined the financial industry in 2016. Today, I take pride in helping my clients pursue their most important long-term goals.

I earned the Chartered Retirement Planning Counselor™ (CRPC™) designation in 2020 and the CERTIFIED FINANCIAL PLANNER®, (aka CFP® ) certification in 2024.

I am an active member of the McKinney Sunrise Rotary Club where I serve as Chair of the International Service Committee and President Elect. I'm also a member of the Financial Planning Association®.

*Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.