Chris Pruitt headshot

Meet Chris Pruitt

Senior Vice President of Strategy

Tax Analysis & Planning Director Chris Pruitt has a diverse career that includes tax accounting, insurance, and financial services. Chris brings clarity and simplicity to complex subjects. This skill set has helped his clients thrive for over 20 years. He uses his knowledge to serve the Wellington community of clients and advisors.

Chris believes in challenging the financial status quo. Poor or one-size-fits-all advice can be very costly and lead to major inefficiencies. His knowledge of how money actually works can lead clients to recapture substantial wealth over a lifetime. Chris’ favorite question is, “If what you know to be true about money turned out NOT to be true, when would you want to know?”

Chris is married to Karen, his high school sweetheart. They have two children, each married to wonderful spouses, and 5 grandchildren. Chris enjoys spending time with his family, marriage ministry, playing drums, and cooking.

OPERATING IN ALL 50 STATES
An advisor is a person who is licensed by their resident state to sell fixed life, accident and health insurance products; no variable nor ‘market-based’ products are indicated.
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