Chris works with a broad range of individuals and families, business owners, those preparing for retirement, helping clients navigate comprehensive financial planning, risk management and insurance, tax-efficient planning.

He takes a client-centered and long-term focused approach to planning, focused on helping clients stay aligned with their long-term financial objectives.

Chris earned a B.S. in Business Entrepreneurship from Brigham Young University. His educational background supports a thoughtful and tax-aware approach to helping clients navigate important financial decisions.

Outside of work, Chris enjoys spending time with his wife and three daughters and brings interests in athletics and the arts to his life outside the office.

Serving clients in and around Oxnard, CA.