About Christopher
As an associate wealth advisor, Chris supports the Irvine, California, team and specializes in alternative investment management and tax planning. He supports his clients by helping them realize and achieve their life goals through holistic planning and developing meaningful, long-term relationships.
Chris’ path to financial planning was set in motion by a profound desire for security and stability, sparked by personal experiences and a keen awareness of the financial challenges faced by both him and those around him. His passion grew from a genuine fascination with the complexities of investments, economics and transformative power of the financial markets. Chris’ commitment to mastering the art of financial management led him to discover his calling as an advisor, where he aims to not only assist others but also to fulfill their own personal and professional aspirations.
Chris earned a bachelor's degree in finance from Southeast Missouri State University in 2019, establishing a solid foundation in the world of finance. Currently, Chris is furthering his education by pursuing a Master of Business Administration at the University of Missouri-St. Louis, with an expected completion date in 2024. Before embarking on his MBA journey, Chris gained valuable work experience at Boeing, where he contributed to the company’s vital defense programs. His role involved procuring replacement parts to ensure the successful completion of critical missions and handling complex responsibilities in the aerospace industry.
Chris finds his greatest joys in life outside of work, spending quality time with his wife, Marquee; their newborn daughter, Cali; and their beloved cat, Goose. He’s a dedicated mixed martial artist, an avid foodie, and active traveler who loves making memories with family and friends.
As an associate wealth advisor, Chris supports the Irvine, California, team and specializes in alternative investment management and tax planning. He supports his clients by helping them realize and achieve their life goals through holistic planning and developing meaningful, long-term relationships.
Chris’ path to financial planning was set in motion by a profound desire for security and stability, sparked by personal experiences and a keen awareness of the financial challenges faced by both him and those around him. His passion grew from a genuine fascination with the complexities of investments, economics and transformative power of the financial markets. Chris’ commitment to mastering the art of financial management led him to discover his calling as an advisor, where he aims to not only assist others but also to fulfill their own personal and professional aspirations.
Chris earned a bachelor's degree in finance from Southeast Missouri State University in 2019, establishing a solid foundation in the world of finance. Currently, Chris is furthering his education by pursuing a Master of Business Administration at the University of Missouri-St. Louis, with an expected completion date in 2024. Before embarking on his MBA journey, Chris gained valuable work experience at Boeing, where he contributed to the company’s vital defense programs. His role involved procuring replacement parts to ensure the successful completion of critical missions and handling complex responsibilities in the aerospace industry.
Chris finds his greatest joys in life outside of work, spending quality time with his wife, Marquee; their newborn daughter, Cali; and their beloved cat, Goose. He’s a dedicated mixed martial artist, an avid foodie, and active traveler who loves making memories with family and friends.