Chris is a Managing Partner of THD Wealth Management Group, where he serves as Senior Vice President, Senior Financial Advisor, Senior Portfolio Advisor, and holds the Certified Plan Fiduciary Advisor® designation. With a commitment to simplifying the wealth management and investment process, Chris’s goal is to relieve clients of the day-to-day financial burdens, allowing them to focus on what truly matters. He believes that time is our most valuable asset, and by empowering his clients with financial freedom, he provides them with the opportunity to live life on their own terms. Recognized for his excellence in the industry, Chris has been named on Forbes' "Top Next-Gen Wealth Advisors Best in State" list from 2022 to 2024. (published annually in August–September, based on data from March 31 of the current year). With extensive experience across a wide array of financial scenarios, Chris specializes in guiding private business owners through the sale of their companies and real estate, preparing clients for life transitions, and addressing critical issues such as inheritance, divorce, and wealth transfer. Known as the "advisor to the family," Chris begins each client relationship with a thorough conversation to understand the unique objectives and concerns of the family. From there, he and his team conduct detailed analyses to develop strategies that align with the family's goals. His knowledge extends to comprehensive investment assessments, cash flow planning, tax minimization, and intergenerational wealth transfer strategies. Chris combines this technical proficiency with behavioral coaching, equipping families with the skills and mindset needed to sustain their wealth for future generations. A former Division 1 football player at San Diego State University, Chris lettered all four years while excelling academically, earning honors, and receiving the Scholar-Athlete Award four times. He also made the Dean’s List and was part of a Mountain West Conference Championship team. He graduated with a degree in Business Administration – Finance, and his time on the field instilled a passion for teamwork, discipline, and perseverance — values he brings into his professional life. Raised in Central Valley Fresno, California, Chris now splits his time between West Los Angeles and San Diego. Outside of his career, he is deeply committed to giving back to the community through philanthropic initiatives and enjoys exploring new cultures through travel. His greatest strength, he believes, lies in the relationships he fosters with his family, clients, and community.*Forbes “Top Next-Generation Wealth Advisors Best-in-State” list. Opinions provided by SHOOK® Research, LLC considered advisors born in 1985 or later with a minimum 4 years as an advisor. Advisors have built their practices, lead their own teams, joined teams, are considered future leaders, or combinations thereof. Ranking is based on in-person and telephone due-diligence meetings that measure best practices, client retention, industry experience, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). Shook’s rankings do not reflect all client experiences, endorse any advisor, indicate future performance and are available for client evaluation only. Compensation was not received from anyone for the study. Past performance is no guarantee of future results. Details available at the SHOOK Research website. SHOOK is a registered trademark of SHOOK Research, LLC.
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
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.