Chris serves as a Wealth Manager, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life including investments, tax planning, risk management, retirement, employee benefits and estate planning.
Chris brings to his clients more than 12 years of experience in the financial services industry. Prior to joining Creative Planning, he served as a Vice President, Senior Wealth Advisor for a registered investment advisory firm. Chris has spent the vast majority of his professional career in the financial services industry and has developed an in-depth knowledge of serving clients with comprehensive wealth management.
Chris received his bachelor’s degree from the University of Utah. He has also received his Master of Business Administration degree. Chris is a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards.
Chris is married and the father of three beautiful children. In his free time, he enjoys the outdoors, traveling, and spending time with his family.