Chris was born in Cleveland, OH and brings his Mid-West values into the practice. He loves building relationships and understands the financial needs of everyday people. He thrives on getting to know client’s concerns and implementing their personalized plans.
Chris earned a bachelor’s degree in economics from Bowling Green State University, in Bowling Green, Ohio. He has been in the financial services industry for 30 years. He holds Series 7, 63 and 65 securities registrations and professional designations including a Chartered Fund Specialist (CFS®) and a Chartered Mutual Fund Consultant (CMFC®), with Securities America also Life/Health and Disability Insurance Licensed.
Chris lives in Rocklin, California, with his wife, Sheri, daughter Kylin and their dog Barley, a Cavalier King Charles. He enjoys leisure time with his family, involvement with his church, camping, sports, music, reading biographies and discovering new wines.