Simplified Financial Advice.

Meet Chris


As our team’s Senior Investment Advisor, Chris takes the complex and makes it simple. He has a talent for explaining complicated concepts in layman’s terms, helping clients to understand the plans customized for them.

A graduate of the University of Puget Sound with a degree in business administration, Chris majored in finance and minored in economics. His financial services career has spanned 40 years and he holds a Series 65 designation.

Outside of work, Chris enjoys traveling, golfing, hiking and pickle ball. He and his wife Allison have been married for 33 years and together they have a daughter Claire and a son Daniel. Chris writes young adult fiction and is currently working on a four-part book series.