OUR Team

Chris Jeffers joined EVOS Financial in 2014 after spending 19+ years as a financial advisor with a Fortune Global 100 company.  He specializes in helping individuals with their 401k rollover options and provides his services to individuals and small business owners to include financial planning, risk management, wealth accumulation, qualified plans, and distribution strategies.

Through a comprehensive discovery process, Chris gains a thorough understanding of his client's specific needs and goals. Together, Chris and his clients work to prioritize issues and to facilitate the financial planning process.

Financial strategies and recommendations are created and customized to accomodate each unique situation. Ultimately, Chris helps his client create a course of action, implements their financial plan, and monitors their plan and investments on an ongoing basis.

Chris is a Dallas native and comes from a long line of ranchers that have had their boots on the ground in Texas for over five generations.  He has his BBA in Finance from the University of North Texas and his MBA from the University of Texas at Dallas. 

In 2005, Chris completed studies to receive his Chartered Financial Consultant (ChFC) professional designation through The American College. This program included an advance coverage of estate, retirement, and financial planning applications. 

In 2010, Chris received his Certified Fund Specialist (CFS) designation from the Institute of Business & Finance.  The program included historical returns and perspectives for over three dozen investment categories, risk management techniques, portfolio construction, evaluation of performance characteristics, the role of debt and equity instruments, domestic and foreign integration, asset allocation, tax reduction strategies, and qualified retirement accounts.

Chris is also a multi-year Five Star Wealth ManagerSM award winner.   www.fivestarprofessional.com

Chris and his wife, Traci, live in the North Dallas area and are proud parents of their twin baby boys, Mason and Brady. Chris is passionate about his family and friends.  He enjoys reading history and biographies, cooking with his friends, traveling to new cities, being outdoors (especially hunting and fishing) and is a Mexican food aficionado.     

Checkout my background on FINRA's BrokerCheck.

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Chris Jeffers

Financial Advisor, MBA, ChFC, CFS

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