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Advisor – Tax Planning Manager

Christopher J. Mastley, CFP®

Advisor – Tax Planning Manager

As an Advisor, Chris works with individuals and families to create custom financial life plans to help them achieve their short- and long-term goals. He focuses particularly on ensuring timely and accurate execution while streamlining the wealth management process to support a positive client experience and build meaningful relationships. Having a passion for details and tax planning, Chris oversees all tax planning initiatives across the firm.

“When it comes to being an advocate, Bobby Knight says it best: ‘Do what needs to be done, when it needs to be done, the best way it can be done, and do it that way every time.’”

Chris joined JNBA in 2010 after interning with the firm. While in college, he participated in the financial markets program and earned a Bachelor of Business Administration in financial markets-finance degree from the University of Minnesota Duluth (UMD). He is a Certified Financial PlannerTM professional.

Outside of work, Chris enjoys walking, cycling, camping, skiing, fishing, and spending time with his family. He recently ran his first marathon and has participated in the MS 150 bike ride. On a monthly basis, Chris packs meals with Feed My Starving Children, an organization that provides food for children in need throughout the world.