Chris enjoys being with people. He has assisted individuals, families and small businesses with their financial planning needs since 1998. Chris helps clients organize their financial lives in order to pursue long-term goals. He offers insight into industry and business cycle trends, strategic and tactical investment strategies, risk analysis, and financial education.
In 1994, Chris received a Bachelor of Science degree in finance from California State University at Fullerton. Among his many other qualifications, he is a Certified Financial Planner™ and holds his FINRA Series 7 and Series 24 registrations.
In addition, Chris is a licensed Colorado insurance agent (CO License #283374). Insurance products he represents include life, accident and health, and long-term care.
Chris sits on the boards of three non-profit organizations within the Pikes Peak region — Southern Colorado Velo (SoCoVelo), Council of Neighbors and Organizations (CONO), and Authentic Intimacy.
Married to his wife, Karen, since 1988 they have three sons and daughters-in-law, as well as two grandsons. Chris’ hobbies and leisure-time activities include leading a cycling group, hiking, snowshoeing, riding his motorcycle, reading, gardening, and being with his grandchildren.
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