Chris is a CERTIFIED FINANCIAL PLANNER™ professional and a full-time instructor at Colorado State University in the Finance department. He began working with Jim in early 2008 and handles most of the retirement analysis process. Chris has helped elevate the firm’s retirement analysis reports through his meticulous data entry, attention to detail, and custom created spreadsheets for reviewing and analyzing withdrawal percentages.
Fun Facts
Chris also…
- enjoys the perfect Margarita
- is an avid fly fisherman (when he gets the chance)
- supports his wife’s passion for fostering dogs
- has taught finance at a university in Hanoi, Vietnam
Two Foster Puppies at Once

Foster Puppy bonding with Foster Dad, Thor

Sushi in San Diego

Sunset over San Diego Harbor

Momma Fox with Babies near Red Feather Lakes, CO
