Chris has over 30 years of experience in the financial services industry. Chris began his career at Edward Jones then joined Merrill in 1995. He utilizes the firm's extensive tools and resources in his commitment to provide Premier Wealth Management services to a select group of families, businesses and corporate executives. He is committed to guiding each client in all aspects of their financial lives and providing the best possible strategies to address the unique aspects of each client's situation. He employs a consistent, disciplined, coordinated approach which focuses on clients' long-term and short-term needs while removing the emotional element which can negatively impact the decision-making process. Chris helps clients make more informed decisions about the growth and preservation of their assets and estate while at the same time simplifying their lives. He recognizes that while investment markets are unpredictable, the qualities of trust, integrity, and superior client service are the foundation for outstanding long-term relationships.
Chris provides a wide range of services, including investment and banking management, liability management, tax minimization strategies, estate planning services, wealth transfer strategies, college planning and rule 10b5-1 planning.
Chris balances his career with family and volunteering in the community. He has coached or volunteered for La Jolla Coastal Bay Softball, La Jolla Youth Soccer, La Jolla Youth Baseball and the La Jolla YMCA. He's a former board member of the Foundation of La Jolla High School and former board member for the Coggan Family Aquatic Complex in La Jolla. In his free time he enjoys; mountain biking, skiing & snowboarding, fishing, and core training. Chris resides in La Jolla with his wife Colleen and their two children Karynn & Connor.
*Banking Services are through Bank of America, N.A.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
