Chris’s career has always been guided by service and purpose. After years in the private sector and frequent travel, he recognized the importance of building a life and career centered on balance, impact, and helping others move forward with confidence.
That commitment to service began in the United States Marine Corps and continues today through more than 15 years in financial services. Chris works closely with individuals and families to simplify complex financial decisions and create thoughtful, long-term plans that support the life they want to live.
He takes a comprehensive approach to financial planning, supported by extensive graduate-level coursework through The American College of Financial Services and the Chartered Financial Consultant® (ChFC®) designation. This allows Chris to focus on the full picture, including retirement, income planning, risk management, and legacy planning, so clients can make decisions with clarity and confidence
Chris is committed to giving back and has served in leadership and mentorship roles throughout his career, including supporting fellow veterans. He is a proud member of American Legion Post 132 in Oro Valley, Arizona.
He works alongside his Operations Manager, Jessica Davis, a valued team member with more than 20 years of experience in estate planning and the paralegal field. Together, they are focused on delivering a client experience built on care, attention, and collaboration.
Originally from Wisconsin, Chris now calls Tucson, Arizona home with his wife, Carlie. He believes that when financial planning is done well, it gives confidence, creates opportunity, and ultimately makes life better.