Chris joined CUE Financial Group in October of 2022 from a large investment management firm, where he gained a diverse range of experiences. His journey into the world of financial planning is a unique one, driven by a deep desire to help people realize their financial dreams.
In this role, he aspires to be the 'family doctor' of his clients' financial health, offering personalized financial solutions tailored to their unique goals and dreams. After a few years of helping clients work towards their financial goals, in 2019, he took the next step and fulfilled the requirements to become a CERTIFIED FINANCIAL PLANNER™ Professional.
Chris's journey in the world of finance is a testament to his dedication, expertise, and the lasting relationships he builds with those he serves. When you work with Chris, you're not just getting a financial advisor – you're gaining a trusted partner on your journey toward financial success and security.
Outside of the office, Chris leads a balanced life, just as he encourages his clients to do with their finances. He's an avid baseball fan and golfer, and enjoys spending quality time with his better half, Jacy, and their growing family.”