Chris was raised in Indiana, where he was heavily involved in sports at both the high-school and collegiate levels. He graduated cum laude with a BA in business administration and economics from Hanover College in 1983. Chris then completed his MBA from Indiana University in 1985, again graduating cum laude.
His substantial experience in investment portfolio design, retirement planning, and advanced estate planning will help you achieve financial security so that you may focus on what is most important in your life. His passion is to help his clients achieve their financial life goals through the design and implementation of a personalized financial plan. This process is focused on meeting his clients' needs and removing their concerns.
Professional Achievements:
- CERTIFIED FINANCIAL PLANNER® professional
- Personal Financial Specialist (PFS) designation from the American Institute of Certified Public Accountants
- Certified Public Accountant professional
- Securities registered and offers investments as a Registered Representative and Investment Adviser Representative of Commonwealth Financial Network® (member FINRA/SIPC)
Chris is active in his local church, LifeBridge Church, and is currently serving as Chairman of the Board. Chris and his wife, Sheri, moved to San Diego, CA in 1988 and reside in Rancho Bernardo. They have three sons; Jesse, Joshua, and Daniel.