A true Idaho native, Chris is a graduate of the Montana State University School of Business. He is a Certified Financial Planner Licensee™ (CFP®) in 2007. He joined Berkeley, Inc. in 2004, after eight years with TD Waterhouse. Chris has 21 years industry experience, including portfolio analysis, asset allocation, tax planning, retirement planning and account management services.
He is the past president of the Financial Planning Association of Idaho and continues to serve on the board. He also serves as a board member and is the past president of the Barber Valley Neighborhood Association. Chris’ wife Bethany, also a Montana State graduate, is an accountant with the SuperValu grocery chain (formerly Albertson’s). Chris and Bethany have a daughter, Hannah, and a son, Parker who both attend the University of Utah. Outside the office, Chris enjoys spending time with his family and their various outdoor passions, including skiing, mountain biking and camping.