Chris McCall, CFP®, CIMA®

Chief Thinking Officer

Chris McCall brings more than 20 years of experience advising individuals and multigenerational families on their wealth and the decisions that matter most to them. A CERTIFIED FINANCIAL PLANNER™ professional and Certified Investment Management Analyst®, Chris helps lead JBW’s investment strategy and is deeply involved in shaping the firm’s broader strategic direction. As Chief Thinking Officer, he spends much of his time asking how JBW can think differently, invest thoughtfully and continually improve the advice and experience it provides to client families.


Chris believes great financial advice should begin with people, not portfolios. His own journey has reinforced his belief that financial success is most meaningful when wealth is connected to faith, family, purpose and service. That perspective helped shape Journey Beyond Wealth and its mission to help families become intentional stewards of what they have - not simply building a legacy to leave behind someday, but using their wealth purposefully to live their legacy now.


Chris is a devoted husband and father of six. Outside of work, you may find him farming, woodworking, hiking, learning something new or singing in his church choir. He is a member of the Lumen Institute and Regnum Christi and serves on the Professional Advisors Network Committee of the Catholic Foundation of North Georgia.


Education & Credentials
  • Bachelor of Science in Commerce – University of Virginia
  • Certified Investment Management Analyst Program – Wharton School of the University of Pennsylvania
  • CFP® – CERTIFIED FINANCIAL PLANNER™ professional
  • CIMA® – Certified Investment Management Analyst®
  • Graduate – Philanthropic Advisor Leadership Institute
  • Graduate – Catholic Charities Atlanta Leadership Program


Learn More About Me

  • Favorite quote:

    "When your values are clear to you, making decisions becomes easier." - Roy E. Disney

  • What is a problem in the industry that you want to fix?

    How firms view their clients as "numbers". Some firms refer to their client as "A, B, or C" clients while others reference the portfolio size (a "$5 million client" as an example). I want the industry to stop putting dollar signs above clients' heads. A client is a "who" not a "what". Advisors should be here to serve people, and our industry (and clients) will thrive once we embrace life-centered planning over asset-centered planning.

  • What are the values that drive you?

    I value faith, integrity, family, and service.

  • What do you enjoy doing when you are not working?

    I enjoy spending time with my kids, dating my wife, farming, woodworking, hiking, learning new things, and singing in my church choir.

  • Beach or mountains?

    Mountains - I enjoy the serenity and fresh mountain air.

  • Early riser or night owl??

    Definitely early riser. I have 5 kids and a barnful of animals... I have to be!

  • What is the most inspiring part of your job?

    When a client tearfully looks you in the eyes and thanks you for all you do. It doesn't get much better than that.

  • If you could eat only one meal for the rest of your life, what would it be?

    Our family does a Mexican feast every Sunday after church. It's fun and delicious, and my wife and I wash it down with margaritas!

  • What is the best gift you ever received?

    My faith (from my parents). It drives my values and is a source of true joy and peace in my life.

Let's Explore What's Possible

We believe wealth is about more than growing assets. It's about using your resources intentionally to strengthen your family, pursue meaningful goals, and align your wealth with what matters most.


If you're looking for a trusted guide to help you navigate what's next, we'd love to start a conversation.

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