About Kristopher
As an associate wealth advisor, Kris partners with his advisory team to care for client relationships by actively participating in the financial planning process to address retirement, risk management, estate and tax considerations. In addition, he manages the database of client information and requests.
Kris believes the ideal client relationship starts with open dialogue. During these conversations, he assists clients with gaining clarity about their goals by having an honest discussion about their financial picture. He also enjoys educating clients on the financial planning process so that they better understand how to achieve their desired lifestyle.
Prior to joining Buckingham in 2023, Kris worked as a senior client service associate at West Financial Services for four years. During that time, he completed client requests such as asset transfers and money movement. He also held internships in finance while attending George Mason University, where he graduated with double majors in finance and management in 2018. He has also received the CERTIFIED FINANCIAL PLANNER™ professional designation from the University of Virginia.
Kris was born in Cleveland, Ohio, and is an avid Cleveland sports fan. He currently lives in Glendale, Arizona. Outside of work, he plays on multiple adult league softball teams. He also loves to travel and spend time outdoors. His favorite destination to visit in Arizona is Sedona and favorite international vacation spot is Italy.
As an associate wealth advisor, Kris partners with his advisory team to care for client relationships by actively participating in the financial planning process to address retirement, risk management, estate and tax considerations. In addition, he manages the database of client information and requests.
Kris believes the ideal client relationship starts with open dialogue. During these conversations, he assists clients with gaining clarity about their goals by having an honest discussion about their financial picture. He also enjoys educating clients on the financial planning process so that they better understand how to achieve their desired lifestyle.
Prior to joining Buckingham in 2023, Kris worked as a senior client service associate at West Financial Services for four years. During that time, he completed client requests such as asset transfers and money movement. He also held internships in finance while attending George Mason University, where he graduated with double majors in finance and management in 2018. He has also received the CERTIFIED FINANCIAL PLANNER™ professional designation from the University of Virginia.
Kris was born in Cleveland, Ohio, and is an avid Cleveland sports fan. He currently lives in Glendale, Arizona. Outside of work, he plays on multiple adult league softball teams. He also loves to travel and spend time outdoors. His favorite destination to visit in Arizona is Sedona and favorite international vacation spot is Italy.