Chris Walczak, CFP®, CTFA

Senior Financial Advisor

Principal, Advanced Estate Planning Chair

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Chris is a Principal and Senior Financial Advisor.  In his role as Senior Financial Advisor, Chris works with multi-generational families and entrepreneurs helping them navigate complex financial and planning issues in order to help them achieve their goals.

Before joining WMS, Chris was a Family Wealth Advisor with GenSpring | SunTrust Private Wealth, where he spent 13 years developing extensive relationships with ultra-high net worth families in the Washington D.C. area.  Chris provided guidance and coordinated services ranging from estate and tax planning to philanthropic giving and family governance.

Chris is a graduate of the University of Maryland College Park, where he received a bachelor’s degree in economics.  Chris is a Certified Financial Planner® practitioner, as well as a Certified Trust and Financial Advisor. Chris is a member of the Maryland Financial Planning Association, where he is a leader within its local Maryland chapter.  Chris has also served as a member of the board and the Chairman of the Membership Committee.

Chris spends his personal time with his wife Cara, sons Francis and Bennett, at their home in Columbia, MD.  He enjoys coaching youth sports, spending time on the Chesapeake Bay, and performing his own auto and home maintenance.