MEET THE ONEWEALTH TEAM

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 CEO, CFO, CCO

Email: kris@onewealthllc.com 

  Kris has been in the financial services business since 2007. His prior experience in investment management, insurance, retail banking, lending, mortgage, and real estate helps clients manage a wider range of their financial and investment needs. His combination of experience and level of service is what differentiates his practice. 

 In addition to an undergraduate degree from East Carolina University, Kris attended graduate school at East Carolina and Indiana University-Bloomington. He also has a Master’s in Accounting and Financial Management. He completed the CFP® training at Oglethorpe University and is a Certified Financial PlannerTM practitioner, a designation awarded by the Certified Financial Planner Board of Standards, Inc. He maintains FINRA Series 63 and 65 registrations. He also maintains a GA Life, Accident & Sickness, and Variable Products Insurance licenses, a GA Real Estate license, and a Mortgage Loan Originator license.

Professional memberships include the national and Georgia chapters of the Financial Planning Association, the National Association of Realtors, the Georgia Board of Realtors, and the Dekalb County Board of Realtors.

Outside business hours, he's an able-bodied sailor, competent fencer with foil and epee, can move metal with a forge and anvil, can build most anything with wood or metal, plays a little piano and a little less guitar, loves learning new languages, collects folk music instruments and professional credentials, and referees a mean game of kickball. His kids think he's a pretty cool dad (if they want to keep their iPad's anyway.)

CFP® is a certification mark owned by the Certified Financial Planner Board of Standards, Inc., and is awarded to individuals who successfully complete CFP Board’s initial and ongoing certification requirements 

 ASSET MANAGER

INVESTMENT ADVISOR REPRESENTATIVE

Email: michael@onewealthllc.com 

Michael has always been driven by purpose and a desire to help others.  After many years of hard work, he earned his Eagle Scout.  His  love of politics and investing took him to Florida Atlantic University where he went on to earn his bachelor's degree in Political Science.  After graduating, he worked for a political think tank who managed dozens of regional, state, and local campaigns.  He personally managed aspects of several successful campaigns and assisted in the management of many others.

Michael is a FINRA Series 65 Investment Adviser Representative.  He has a Georgia Life, Accident & Sickness Insurance license and a Mortgage Loan Originator license.   

In his spare time he is an avid film aficionado with a special interest in classic Hollywood cinema and foreign dramas.  He loves to host friends over to play new and classic board games and is the uncontested office Jeopardy! champion.