Our company was founded on the principle of independence. Our commitment to our clients is pure. Our entrepreneurial spirit is evident in every aspect of our business. We simply look to add value to our clients’ lives by providing pure and independent financial advice. Our aim is for this advice to provide clarity, confidence and peace of mind to our client’s life.
Christopher A. Fisher, CFA – With 14 years of wealth management experience, Chris brings a sophisticated simplicity to handling one’s wealth. Having developed our Holistic Approach to Wealth Management, Chris strives to promote clarity, confidence and financial peace of mind in the lives of others.
Chris graduated from Michigan State University in 1994 and earned the Chartered Financial Analyst (CFA) designation in 2000. In addition to the CFA designation, Chris holds the Series 7, 8, 63, 65, 24 securities licenses, as well as licenses for life and health insurance.
Chris founded Fisher Financial Partners, Inc. in 2004 with the goal of most effectively serving his clients, focusing on each of their unique needs. Chris created the Personal Financial Team Concept, to alleviate stress in the lives of his clients. Chris’ focus on the financial well being of each client allows for all of his clients to focus their attention on the achievement of their greatest potential.
Soon after Fisher Financial Partners was founded, Chris created a partnership with the Allendale Association of Lake Villa, Illinois. Allendale is a private, not for profit organization dedicated to excellence and innovation in the care, education, treatment and advocacy for troubled children, youth and their families. Employees and clients of Fisher Financial Partners, Inc. conduct regular visits with residents to promote trust and responsibility. In addition to Chris’ monthly visits as a group mentor, Chris enjoys serving in the role of a PAL for one of Allendale’s kids. Chris also serves on the Board of Trustees for the Allendale Association.
Chris enjoys spending time with his family, his friends, training for and competing in triathlons and donating his time to charitable causes. Chris and his wife Lesley reside in Lake Forest with their three children, Danny, Jake and Molly.
Kathryn Crites - Katie graduated with a Master of Business Administration degree from Walsh College in Troy, Michigan in 2007. She is currently Series 7 and Series 63 licensed. Katie completed her undergraduate investments degree at Central Michigan University in 2002. She joined Fisher Financial Partners in 2004 after relocating to Chicago.
Katie serves as a Vice President of the Advocacy Council for the Junior League of Chicago connecting the League’s mission with community stakeholders including local, state and federal legislators. Additionally, she oversees a wintertime hat & mitten collection drive for neighborhood non-profit, Buena Park Neighbors in the Uptown neighborhood of Chicago. Katie enjoys running and hopes to one day complete a half-marathon.
Our Affiliation with NorthStar Financial Partners and Mesirow Financial.
NorthStar Financial Partners, Inc. is an independent broker/dealer headquartered in Troy, Michigan. Founded in 2001 by principals, Kelley Snook, Jr. and Kenneth Chaput, they provide SEC and FINRA representation for over 15 representatives across two states. They serve as the broker/dealer for Fisher Financial Partners, Inc. monitoring our operations and providing back office support. NorthStar Financial Partners, Inc. handles all of Fisher Financial Partners, Inc.’s compliance reporting and product authorization under SEC and FINRA guidelines. They also provide and authorize our SIPC Insurance.
Mesirow Financial is a diversified financial services firm headquartered in Chicago, Illinois. Mesirow Financial serves as the clearing firm for our broker/dealer, NorthStar Financial Partners, Inc. Founded in 1937, they are a primarily employee-owned, private company with 1,100 employees in 30 locations across the country and Puerto Rico. Originally a one-man brokerage firm, Mesirow Financial has grown to encompass six divisions of services. They are well-capitalized with $180 million in capital, $20 billion under management, $9.8 billion under custody, and $364 million in revenue.