I help individuals and businesses clarify their financial goals and work to create an actionable plan to achieve those goals!

 

 

 

 

 

 

EXPERIENCE

Chris began with Principal Financial Group ® in 2018 after having spent 4 years with another financial service firm. Operating a tax practice for over 12 years has given Chris a unique perspective on helping clients manage their financial plan in relation to the tax impact. Chris believes that for his clients to attain their goals and dreams there must be a collaborative approach to the financial planning process. This collaboration fosters the best results for setting and achieving goals.

Chris and his wife Lori live in Carmichael with their two daughters Claire and June. They love to spend time together (especially at the beach or the baseball game!)

Chris attended American River College and transferred to Sacramento State University where he earned a Business Degree with an Accounting focus.

His key to success: Be passionate about helping others!

EDUCATION & CREDENTIALS

  • Series 7 & 66 Securities Registration
  • CA & FL Life & Health Insurance