Chris is in charge of administrative duties such as account opening paperwork and maintenance, retirement distributions, and any operational activity you might need. Please never hesitate to contact Chris for any needs you might have.
Chris was born in Wichita Falls, TX, but grew up in Anchorage, AK but decided to move back to Texas in 1998 to get away from the cold and enjoy hot summers and mild winters. He’s worked in Financial Services for 20 years and is eager to serve our clients. Chris started his career in 1998 with PaineWebber which later became UBS Financial Services. Outside of work Chris enjoys watching Baseball and traveling with his lifelong friends to see MLB ballparks. Chris has now been to 17 MLB ballparks and hopes to get to all 30 in no time. He also enjoys spending time with his wife Davi and his dog Peanut Butter and resides in Irving, TX.