CFP®, C(k)P®, AIF®, MA
Lead Advisor / Financial Advisor / Member Owner
My goal is to always be improving. I think there is something to be learned from every person I meet, and I get excited when I learn something that I didn’t know before.
Christopher “Chris” Carlson is a lead advisor and financial advisor based in our Plymouth, Michigan, office, where he works with individuals and families on comprehensive financial planning strategies.
Chris holds the CERTIFIED FINANCIAL PLANNER® designation, along with the Certified 401(k) Professional (C(k)P®) and Accredited Investment Fiduciary® (AIF®) credentials. His work spans key areas of financial planning, including wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, and education funding. He joined Savant in 2021 when AMDG Financial joined the firm. At AMDG, he served as a partner and advisor. Earlier in his career, Chris worked as a commercial lines insurance agent.
Chris earned a bachelor’s degree in communication with a concentration in organizational communication and a Master of Arts (MA) in health and risk communication from Michigan State University. He enjoys water sports, competing in triathlons, and mountain biking.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.