About Chris

Bringing battlefield discipline and Wall Street precision to your financial plan

After years of service as a U.S. Marine and a decade navigating the financial markets as a trader, I came to a realization: technical success without human connection wasn’t enough. I had mastered precision, but what I was missing was purpose.

Today, I’ve found more meaningful work. As a financial representative, I bridge the gap between analytical rigor and people-first planning. I help clients build financial strategies that adapt, endure, and deliver, no matter what life throws their way.

That ability didn’t come from a classroom alone. It was forged through leading Marines in Helmand Province, Afghanistan as a Platoon Commander. I learned to lead under pressure, think critically, and act decisively in high-stakes environments. Those same instincts serve my clients today, especially when the markets are uncertain.

Later, in a diplomatic role at the U.S. Embassy in Abu Dhabi, I coordinated the delivery of mission-essential equipment to some of the world’s most complex and tightly controlled environments, including embassies in Iraq, Pakistan, and Saudi Arabia. I also conducted inspections to ensure our embassies were prepared to defend against potential threats. That experience sharpened my ability to build trust, navigate bureaucracy, and deliver solutions under constraint. These skills are essential in financial planning, where strong relationships and reliable execution matter most.

I also bring an entrepreneurial lens, shaped by my time at Stanford GSB’s Ignite program. There, I learned to think like a founder, solve problems creatively, and support clients not just as investors, but as builders. This allows me to craft strategies that evolve alongside their businesses and lives.

Every part of my background, from the battlefield to the trading floor to the diplomatic arena, informs how I serve clients today. With precision. With perspective. And with purpose.