Mr. Maurer has over 25 years of experience creating customized retirement plans for his clients. As a CERTIFIED FINANCIAL PLANNER™, Chartered Life Underwriter (CLU), and licensed Texas attorney, he provides a comprehensive approach to each client’s unique needs.
Chris primarily helps retired people and those planning for retirement to not outlive their money. The Texas Bar Association has twice asked him twice to speak on Social Security and Tax Planning at the State Bar of Texas' Annual Advanced Elder Law Course, which was attended by over 350 Texas estate planning attorneys. He has also spoken to the Law Faculty at the South Texas College of Law Houston, to engineers at LyondellBasell, as well as other organizations, on retirement and investment planning.
Christopher J. Maurer graduated from the University of Wisconsin-Madison in 1977 with a B.S. in Economics, with distinction. He received his law degree from the University of Wisconsin-Madison in 1981 and also attended the University of Colorado School of Business. At Wisconsin, Chris was a trumpet player and a rank leader in the University of Wisconsin Marching Band. Chris has qualified to be a member of Mensa.
Mr. Maurer practiced law in Colorado from 1983-1987, specializing in the areas of tax and business planning for closely-held businesses and their owners. His work in this area included estate planning, business organizations, employee benefit plans, non-qualified deferred compensation plans, probate, and business transfer.
He was admitted to practice law in Wisconsin, 1981; Colorado, 1983; and Texas, 1991. Chris has two children. He attends St. Michael Catholic Church and has been involved with many community organizations, including youth sports.
Neither Sagepoint Financial, Inc. nor its representatives provide tax or legal advice. Please consult with your tax or legal professional.
- B.S., with distinction, economics, University of Wisconsin
- J.D., University of Wisconsin
Professional Designations, Civic Memberships and Professional Organizations:
- CERTIFIED FINANCIAL PLANNER™
- Chartered Life Underwriter (CLU)
- Financial Planning Association
- Society of Financial Services Professionals
- Texas Bar Association
Malcolm began his career in the financial services industry in 2006. As a Retirement Income Certified Professional®, Malcolm focuses not only on tax-efficient accumulation of assets, but also on creating sustainable asset withdrawal strategies for retirement. Malcolm brings a unique perspective to planning, applying his background in risk assessment which he gained from working as an underwriter before becoming a financial advisor.
A native Houstonian, Malcolm earned his Bachelor of Science degree from Houston Baptist University, where he met his wife, Stephanie. The two of them currently live in Sugar Land, TX with their children, Elora and Rannon.
In the Community:
- Malcolm and his family attend Cornerstone Community Bible Church in Richmond, TX where they have served in the Children's ministry for the past 10 years.
- Malcolm has volunteered for the last 15 years with at risk teens in Fort Bend County.
- Malcolm currently coaches his son's baseball team and serves on the board of directors for the little league.
Professional Designations and Organizations:
- Retirement Income Certified Professional®
- National Association of Insurance and Financial Advisors
- Association for Advanced Life Underwriting
Allison earned her B.A. from the University of St. Thomas with concentrations in Finance, Management, and Marketing. She is a member of the Phi Kappa Theta and Beta Alpha Psi Honor Societies. She has found herself studying, once again, as she obtains her accreditations to become a Certified Financial Planner - however, on this educational endeavor, she is not eating Ramen.
Allison’s approach to business is personal, adaptive, and direct. She believes an intimate, unabridged understanding of her clients is inherent to successful growth. Allison is relentlessly ebullient, don’t be shy - give her a call, she loves a good prattle.
A Texas native, Allison has found her home in Houston. You can usually find her struggling for air under her Great Dane, Orwell, lacking the inspiration needed to toil with her nihilist novelette, or striving for poker stardom.
Registered Operations Manager
Amber holds the Series 7 and 66 securities licenses. As a registered assistant, she is authorized to make unsolicited trades in client's accounts. She is also a registered assistant with SagePoint Financial.
She graduated from Tuskegee University with a B.S. in business administration and a B.S. in sales and marketing. Upon completing her studies, she accepted an offer with Edward Jones Investments where she completed their financial advisor career development program.
She is a native of Chicago, but recently moved to Houston with her sister, where she is enjoying everything that the city has to offer.
Business Development Specialist
Christie Maurer has worked as a business development manager for the past year. Her experience includes liaising with prospective and current clients, establishing new workflow systems, and broadening the scope and reach of business strategy. She holds an MFA from Virginia Commonwealth University in Poetry and a BA in English from the University of Houston, where she graduated summa cum laude from the Honors College. Additionally, she also attended Interlochen Arts Academy. Her writing has appeared or is forthcoming in Gramayre, Blackbird, and WomenArts Quarterly Journal.
Chrisie Maurer is not registered with Sagepoint Financial, Inc.