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About ChrisAs a senior investment advisor at Berkeley, Inc., I guide clients through financial planning and investment management with integrity and objectivity. With three decades of experience, my ethos is simple: always put client’s interests first. I have an commitment to continuously educating myself on the latest financial strategies. This allows me to provide relevant and important counsel tailored to each client's unique goals. My skill set includes portfolio analysis & management as well as retirement/tax/education planning services.
One of my proudest professional accomplishments has been earning the Certified Financial Planner™ designation. I truly believe wealth management shouldn't be a dry, joyless endeavor. As an advisor, I’m about empowering you to achieve your goals and shape the future you envision, all while ensuring the journey is as rewarding as the destination. And I bet we can have a little fun in the process along the way! Joining Berkeley, Inc. in 2004 was a pivotal moment for me. I came to Berkeley after fulfilling an eight-year stint at TD Waterhouse in Boise. I am the past president of the Financial Planning Association of Idaho and served as a board member and past president of the Barber Valley Neighborhood Association. Beyond the office, family and the great outdoors are my true passions. My wife Bethany and I raised two incredible kids, Hannah and Parker, who are now making their own mark on the world. When I'm not in the office, you'll find me carving powder, hitting the trails, or casting a fly line. So, whether we're discussing asset allocation or swapping camping stories, know that I'm here to help you. |
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