Broker Check
Chris Koshy, CFP®

Chris Koshy, CFP®

Vice President | Financial Advisor

414-298-5127

ckoshy@rwbaird.com

Chris began his career in financial services in 2017, bringing with him a rich background in the non-profit sector where he discovered a passion for connecting with people and making a meaningful impact. That same passion continues to drive his work today as he helps individuals, families, and organizations become more strategic and intentional with their financial resources. He believes that money is a tool to support what matters most, whether that is securing a family’s future, supporting charitable causes, or creating a lasting impact across generations. 

Chris graduated with a BBA in Business Finance from Carroll University. He holds a Certificate in Financial Planning from Northwestern and has been a CERTIFIED FINANCIAL PLANNER® professional since 2021. He and his wife McKenna, and their three children live in the Lake Country area and enjoy being active in their community. Chris enjoys playing golf, being outdoors, and spending time with his family.