Chris Tozier*

Financial Advisor

Chris Tozier takes a holistic approach to financial planning, helping individuals and families create strategies that meet their needs today while building toward the future they envision in retirement—and the legacy they wish to leave behind. He believes true financial planning is about balance: enjoying life now, preparing for tomorrow, and protecting the people and priorities that matter most.

In addition to his work with families, Chris specializes in helping small and mid-sized business owners design retirement benefit plans that maximize tax efficiency and long-term value. He focuses on combining traditional defined contribution plans with more advanced, lesser-used defined benefit structures. These strategies allow business owners to convert potential tax liabilities into qualified retirement contributions—helping them, and their employees, build meaningful wealth for the future.

Before becoming a financial advisor, Chris spent over 25 years in business development and sales leadership, earning national recognition for his ability to build strong relationships, solve complex challenges, and deliver results. That experience taught him that trust and clarity are the foundation of every great partnership—a philosophy that guides his approach with every client he serves today.

From Hesston, Kansas, Chris values the deep relationships he’s built with family, friends, and clients in his small-town community. Outside of work, he enjoys travel with his family and trying to keep up with the family dog Pearl.

True financial planning is about balance: enjoying life now, preparing for tomorrow, and protecting the people and priorities that matter most.