Chris Lanier

Chris Lanier, a senior partner at Southwest Wealth Strategies, brings over 15 years of expertise to his role, serving families with personalized financial guidance. Holding a BSBA in finance from Northern Arizona University (2003–2007), Chris began his career as a financial professional at Equitable Advisors in July 2008, where he developed his skills in client relationship management and investment strategy.

Chris specializes in working with families, building deep connections to help ensure continuity in their financial planning. Chris is committed to helping clients achieve their financial goals – such as retirement planning and designing custom income streams – while fostering an open, judgment-free environment where they can freely discuss concerns, dreams and aspirations. He specializes in portfolio construction and investment analysis.

Chris believes clients appreciate his ability to explain complex investments in simple terms, providing clarity and confidence. He believes his empathetic and patient approach helps alleviate the stress and anxiety often tied to financial decisions, motivating clients to pursue their goals with confidence. By getting to know clients on a personal level, Chris attempts to distinguish himself as not just an advisor but a trusted friend, delivering honest and tailored guidance with a passion for making a meaningful impact, one family at a time.

Originally from Phoenix, Chris resides in Peoria with his wife, Candace, whom he married in 2012, and their three daughters: Scarlett, Lucy and Poppy. Outside the office, he cherishes time with his family and enjoys cheering on his favorite sports teams.

There is no assurance any investment strategy will be successful. Investing involves risk and investors may incur a profit or a loss.