You shouldn't have to manage the people managing your money.

When a spouse dies, the financial world does not pause to give you time to grieve. Mail arrives with documents that need to be signed. Accounts need to be retitled. Benefits need to be claimed. Your husband's advisor calls to check in. The attorney follows up about the estate. Everyone who reaches out means well, but none of them are talking to each other, and the work of connecting all of it somehow falls on you at the very moment you have the least to give.

Concierge Wealth was built specifically because that experience is so common and so wrong. As a financial planner who works exclusively with widows, Christian sits at the center of your financial world and keeps everything moving. He knows your full picture. He coordinates your CPA, your attorney, and anyone else involved so that they are all working from the same plan. He makes the phone calls you do not have the energy for and handles the follow-up so nothing falls through the cracks. You stay informed and in control without having to personally manage every moving piece.

This practice is intentionally limited to fifty widow households and will never grow beyond that. That limit exists because Christian genuinely believes that past fifty clients, you stop truly knowing the people you serve, and knowing you is the entire foundation of how this works. When you call, you reach Christian directly, not a staff member or an assistant, and that will never change.

Two grandfathers. Two very different lessons about money.

Christian grew up watching two grandfathers live out completely different financial lives, and the contrast between them shaped how he thinks about money to this day.

His Grandpa John was an editor at Farm Journal who never made a large income, but he understood something that a lot of higher earners never quite grasp: that small, consistent decisions made over a long period of time are more powerful than any single financial move. He invested early, lived carefully, and spent his retirement reading the Wall Street Journal every morning even after suffering a stroke. When he died, his daughters were financially secure, not because of what he earned, but because of how deliberately he managed what he had.

His Grandpa Mel had built a successful dental practice and was doing well by most measures until the 1980s savings and loan crisis wiped him out completely. At sixty years old he had to start his professional life over from scratch, reopening a practice and rebuilding what bankruptcy had taken. Christian watched that happen as a child, and it taught him something visceral about how financial security, or the sudden absence of it, reaches into every corner of a person's life.

Both of those men left a mark. Christian knows what it looks like when someone has a solid foundation under them and what it looks like when that foundation gives way. That knowledge is part of what makes him take this responsibility so seriously, because the women he works with deserve someone who understands the stakes.

The best investments are often the ones you can't put in a portfolio.

Christian's wife Tammi leads People Operations at an AI healthcare startup while working toward her master's degree in clinical mental health counseling. They love good food, travel, and staying active together, and their Border Terrier Boss has been an opinionated member of the household for twelve years running.

Christian describes himself as an old soul, and he means it without apology. He genuinely enjoys a 5 PM dinner reservation. He plans cruises the way some people plan vacations, with real enthusiasm and a lot of advance research. The annual trip he takes with his parents has become one of the things he looks forward to most every year, and he thinks that says something true about what he actually values: the people around him and the time spent with them.

He stays engaged with a wide range of topics, from travel logistics to what is happening in health and longevity research, and he believes that curiosity about the world makes him a better advisor. The women he works with are whole people with full lives, and understanding what life feels like, not just what the numbers say, is part of what allows him to serve them well.