Get to Know Your Team
At Southshore FP
Southshore Financial Planning was founded to provide customized fiduciary financial guidance to help individuals live their life to the fullest and write the perfect next chapter to their life story.
Chris Shoup, CFP®
Founder - Financial Planner
Chris grew up living in Mississippi, New York, Pennsylvania, Texas and Iowa. After attending college in Jacksonville, Chris and his wife, Heather, moved from Florida to the Carolinas for several years before returning to the bay area in 2009. Chris and Heather are parents to 3 wonderful boys. He enjoys spending time with family, traveling, fishing and watching hockey.
Professionally, Chris is a CFP® Practitioner and has two finance-related degrees from the University of North Florida. His entire career has been dedicated to serving individuals and families in the financial services industry. Before founding Southshore Financial Planning he spent 11 years at one of the largest financial institutions in the country where he was directly responsible for a $700 million client practice.
Carrie Williams, CPA, MBA
Director of tax planning
Carrie was born and raised in rural North Dakota. She grew up learning the value of hard work and community by watching her dad manage the family farm and her small town of 1,200 people help each other when anyone was in need. A career opportunity brought her to Tampa, FL area where she has resided since 2000. She and her husband Allen have a blended family of 4 children, and enjoy traveling, kayaking, and watching sports of all kinds, especially her son's baseball and daughter's dance performances.
She graduated from the University of North Dakota with a Bachelor of Accountancy degree, and upon relocating to Florida, obtained her MBA from the University of South Florida. She has been a CPA for more than 20 years, and had a lengthly career with a Fortune 500 company in various Accounting and Finance roles. She is currently the Founder and CEO of Running Valley Financial, a boutique CPA firm that specializes in Tax Preparation and Tax Planning, as well as Financial Coaching for both individuals and small businesses.
Client Relationship Manager
Heather was born and raised in the Jupiter area of south Florida. Growing up, she enjoyed traveling, dancing, sports and snorkeling. She now enjoys time spent with her family, volunteering in the schools, substitute teaching and traveling.
Heather graduated from the University of Florida, with a Bachelor of Science in Health and Human Performances. For over a decade, she managed a high volume of clients as a licensed Public Adjuster and Office Manager. Ensuring that her clients were a top priority and providing the highest level of care, was always something she was dedicated to. Additionally, she has maintained a career servicing clients in bookkeeping for various small businesses around the Southeast.