Chris began his career in the financial services industry in 1998 working as a Financial Advisor. He is a graduate of Washington State University with a Bachelor’s of Science Degree, and holds Series 7 and 66 securities licenses, as well as his Insurance License.
The focus of Chris’ practice is providing individualized advice to clients for their investment, retirement and insurance needs. He helps employees of the Washington State school system, nonprofit organizations, and businesses, as well as individual investors, formulate their financial goals, and provides them with the products and services necessary to help achieve those goals.
Having a practice built on the foundation of retirement planning and focused on the prudent use of financial products, Chris is able to help his clients reach their retirement, educational and estate planning goals. By adhering to a disciplined service model and active client interaction, he works with his clients to construct a comprehensive retirement strategy, tailored to their unique needs. Additionally, Chris works closely with employers and is able to provide financial education and retirement, goal-focused strategies to their employees.
Through his partnership with PlanMember and Financial Alternatives, Chris provides the following services:
- Retirement planning
- Approved 403(b) provider for public schools
- College planning
- Pension analysis for public school employees
- Mutual funds
- Life insurance
- IRA/Roth IRA investments
- 401(k)/403(b) rollovers
- Budget/debt consultation
Chris was raised in North Central Washington and has an eleven year-old son who is passionate about Minecraft, LaCrosse and mountain biking. In his spare time, he enjoys anything having to do with the outdoors, specifically mountain biking, road biking, hiking and paddle boarding. He is active on the Pybus Non-Profit Board, volunteers for the Evergreen Mountain Bike Alliance, and is a member of the Chelan Douglas Land Trust.
“Well done is better than well said” — Benjamin Franklin
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