Chris is a Director in Pathstone’s Bellevue, WA office. He serves as an advisor and primary point of contact to many of Pathstone’s high net worth clients and their families. He partners with clients’ professional advisors, such as attorneys and accountants, to develop customized financial planning strategies. With over 20 years of experience, Chris works closely with members of the Pacific Northwest teams to deliver solutions for some of the firm’s most complex relationships, including wealth transfer strategies, investment management, and estate plan implementation.

Prior to coming to Pathstone, Chris was with Cornerstone Advisors, Inc. in Bellevue, WA, for 16 years and Merrill Lynch in Seattle, WA, for five years.

Chris is a Certified Financial Planner ™ Professional and a graduate of the University of Oregon.

The Certified Financial Planner™ (CFP®) is a designation awarded to individuals who successfully complete the CFP Board’s initial exams, then continue ongoing annual education programs to sustain their skills and certification. The focus areas include financial planning, taxes, insurance, estate planning, and retirement saving.