Over the past 25 years, Chris has helped meet the needs of business owners, professionals and C- Level executives for public and private companies. Chris joined the financial services industry in 1988 after attending the University of New Mexico on an NROTC scholarship and serving in the United States Navy.
Chris helps guide clients through the complexity associated with financial and family wealth. The result includes better family outcomes relative to their overall goals and objectives.
Chris collaborates with clients to better understand and to help identify opportunities for creating success in four distinct areas: personal, business, financial and legacy wealth. Each has its own distinct and unique set of challenges and, yet, it is critical that there is coordination for overall success.
For many clients and their families, their business is, in many cases, their single largest and most valuable financial asset. Most know exactly why they were inspired to start their company. Seldom do they know, however, how they will convert a illiquid controlling interest into a comfortable retirement lifestyle when they make the decision to step away.
For years, Chris has thrived on helping business owners and executives create better financial outcomes for the use and enjoyment of their personal and family wealth.