Chris began his career in financial services in Phoenix, AZ with the Northwestern Mutual Life Insurance Company. In 1998, he moved back to his hometown of Albuquerque to join the Cates-Romero Team. Chris is a graduate of Northern Arizona University, where he earned a Bachelor of Science degree in Finance. Chris also spent a year studying finance at the University of Alabama. He is a CERTIFIED FINANCIAL PLANNER™ professional, as well as a Chartered Retirement Plans SpecialistSM. Chris focuses on all areas of wealth management, including retirement, investment, education, insurance, and estate planning services. He also works with non-profit organizations and associations in formalizing investment policies, as well as portfolio design and management. Chris and his team also specialize in helping business owners establish and managing employer-sponsored retirement plans.
Away from work, Chris enjoys snow skiing, golf, being outside, and is an avid sports fan. He also enjoys being involved in the Albuquerque community and has spent many years serving as a board member of various non-profit organizations. Most importantly, Chris loves spending time with his family.