Christopher Koehler, EA
Designations and Licenses
Chris is an Enrolled Agent with the Internal Revenue Service.
Experience and Education
Chris provides personalized wealth management solutions for high-net-worth individuals, families, business owners, foundations and entrepreneurs. He designs, implements and monitors customized investment solutions with a focus on clients’ long-term objectives and cash flow needs. Chris also provides integrated planning and investment strategies for growing and protecting clients’ wealth, including tax and estate planning, risk management and retirement planning.
Prior to joining Mariner Wealth Advisors, Chris was a senior vice president and senior regional consultant at Bessemer Trust, where he worked closely with ultra-high-net-worth individuals and families to provide comprehensive multigenerational financial and tax planning. Earlier, he was a senior associate with Andersen Tax where he worked with high-net-worth individuals and families on their tax compliance and planning. He began his career in the Private Client Services Group of Arthur Andersen LLP.
Chris has a bachelor’s degree in business administration in both finance and marketing from Marist College and a Master in Taxation degree from Seton Hall University.