Chris is dedicated to treating clients like family, taking pride in providing expert guidance to help protect and grow wealth. With a focus on retirement planning, individual portfolio analysis, and wealth transfer, he is committed to understanding each client’s unique financial picture. Chris is known for his personable, attentive approach, creating highly customized portfolios tailored to individual goals.
A graduate of Arizona State University with a degree in finance, Chris initially set out to become a lawyer. However, during an internship at a bank, he discovered his true calling in financial services. Over the years, he has helped build a collaborative team of advisors, focusing on a client-first approach and a service model that emphasizes frequent communication and face-to-face meetings.
Beyond his work, Chris is deeply involved in the community. He has officiated over 18 weddings for friends and family and supports various charities, including the Special Olympics, March of Dimes, San Diego Food Bank, Mission Wildlife Conservation, and Conservation Ambassadors. Chris married his high school sweetheart, Kelly, and they have two daughters, Harper and Livian. In his free time, he enjoys golf, traveling, and outdoor activities. As an amateur magician, he is passionate about the art of magic and looks forward to joining the prestigious Magic Castle in Los Angeles.
