Chris has had a lifelong passion for personal finance and investing that has translated into a career he loves since 2016. The highlight of each day for him is helping individuals, families and business owners be confident financially by developing a plan that is centered around their goals and what is important to them. He loves helping clients transition into retirement and fully and confidently enjoy their retirement, as well as helping folks get their financial life started the right way.
When he is not in the office, Chris loves spending time with his wife, Danielle, and their two boys, Asher & Hudson. They spend their time alpine skiing, running, gardening and generally enjoying each other‘s company. They call Saint Paul home and love the city they live in. He currently serves the YMCA of the Twin Cities Community board in downtown Saint Paul. In his spare time, Chris alpine ski races, restores his old home and runs. As well, he makes sure to see his dad and his sister and his nephews.
Chris graduated from the University of Montana in Missoula Montana with a degree in English. He is finalizing his RICP designation (Retirement Income Certified Professional) to hone his expertise helping his clients with retirement income distribution strategies. He loves the process of learning and his next goal is to complete the lengthy Certified Financial Planner (CFP) certification.