Christopher Morse, CPA/PFS, CGMA, MST

Current Role

Drawing on his extensive entrepreneurial experience, Chris leads a team of advisors with highly specialized skills to continuously enhance the firm’s client service capabilities. He is passionate about investing the necessary time and resources to make client satisfaction a priority. His daily interactions with clients influence administrative decisions to ensure a culture of continuous improvement that benefits clients. Clients often lean on Chris as a sounding board as they make strategic decisions.

Service Areas

• Taxation
• Financial planning
• Business consulting
• Mergers and acquisitions
• Strategic planning

Experience

Chris began his career in public accounting in 1986. His experience includes providing accounting, tax, financial planning and business consulting services to family-owned and closely-held businesses, their shareholders and officers, as well as publicly-held companies. He has done extensive work with agribusiness, construction, retail, hospitality, high-technology, engineering, manufacturing, professional services, and oil and gas industry clients, as well as high net worth individuals.

Chris is a member of the Tax, Personal Financial Services, and Chartered Global Management Accountant divisions of the American Institute of Certified Public Accountants.

A Closer Look

• With his comprehensive experience working with clients to minimize taxes and improve tax planning, Chris can help you analyze how current tax reforms may impact your personal or business finances.
• Chris has helped multiple clients, from mid-size specialty manufacturers to large wholesalers, structure merger and acquisition transactions that have resulted in seven figure tax savings.
• Chris is actively involved in his community, serving as finance committee chair of TraverseCONNECT, as a member of the Grand Traverse Area Estate Planning Council, and as past chair of the Traverse Bay Economic Development Corporation. He is a board member of the President Ford Field Service Council for Boys Scouts of America and sits on the board nominating committee.