Chris is a Financial Advisor at Summitry. He primarily works with the Private Client Group, providing advisory and comprehensive planning to the firm’s clients.
Prior to joining Summitry, Chris earned a Bachelor’s degree in Finance at Santa Clara University with a minor in International Business. He worked at Fisher Investments and has over 15 years of experience in the Financial Services industry, specializing in advising high-net-worth individuals, and helping his clients navigate their unique financial circumstances to reach their goals and objectives.
Chris is originally from Portland, Oregon, and has spent the past 20+ years in the Bay Area. He currently resides in Alamo, where he has been since 2020, with his wife and two children. Chris enjoys playing golf, is an avid sports fan, and loves spending time with family.
