Chris Adkins
MBA, CFP
Associate, Financial Advisor
Chris Adkins, MBA, CFP is an Associate Financial Advisor of Dean, Jacobson Financial Services, LLC, where he has served our clients since 2019. His career in financial services began in 2015 at Liberty Wealth Management, an independent financial firm in Southern Illinois. Chris brings a commitment to personalized service and a strong foundation in investment management, portfolio analytics, and comprehensive wealth management to every client relationship. He is also the firm’s operations manager of securities trading and serves on the firm’s Investment Allocations and Model Portfolios Committee.
Chris specializes in investment analysis, portfolio construction, and the development of holistic financial plans tailored to each client’s unique goals. He plays a key role in the firm’s daily trading operations and ongoing model portfolio management, and conducts extensive performance and risk analysis, particularly focusing on the tactical (Dynamic Asset Allocation) portion of the firm’s investment model portfolios.
A two-time graduate of Southern Illinois University (SIU), Chris earned both his Bachelor of Science (BS) in Management and his Master of Business Administration (MBA) in Finance while competing as a defensive back for the Saluki football team. Chris is a CERTIFIED FINANCIAL PLANNER™ practitioner, a member of the Financial Planning Association (FPA), and holds professional licenses including the Series 7 (General Securities) through LPL Financial and Series 66 through Dean, Jacobson Financial Services, LLC.
Chris is a native of California but moved to Texas at the age of 2 and was raised in Coppell, Texas. He is married to Callie, and they have two beautiful children, Audrey James (3) and Everett Christopher (1). The Adkins family lives in Flower Mound, Texas where they are active members of Flower Mound United Methodist Church. Chris’ hobbies include golf, fishing, waterfowl hunting, and finding new ways to enjoy the outdoors with family and friends.