Personal




A former U.S. Army Ranger with a degree in finance from Brigham Young University, Chris brings over 20 years of experience to his work. His organizational skills can help coordinate the efforts of your financial team, including your attorney and CPA - toward a single goal, and encourage long-term financial success.

Chris earned the designation of Personal Financial Planner (PFP) by completing the requisite financial planning curriculum required by the University of California school systems. He went on to receive the title of CERTIFIED FINANCIAL PLANNER™ practitioner from the Financial Planner Board of Standards, Inc., a designation only given to advisors who have met exacting standards of experience and training, and demonstrated proven mastery of investment practices and skills.