Background and experience
Chris works with families, individuals and business owners to preserve and grow their wealth. By learning and understanding his clients’ personal and financial goals, he creates comprehensive, tailored wealth plans and investment strategies. Chris builds lifelong relationships with his clients and their families.

Chris began his career helping clients in 2007 with Edward Jones. In 2010, he transitioned to JPMorgan, where he spent the next seven years before joining Wells Fargo Advisors in 2017. In 2017, he earned the CERTIFIED FINANCIAL PLANNER^® designation, meeting the rigorous experience and ethical requirements of the CFP Board and successfully completing coursework on general principles of financial strategies, insurance planning and risk management, employee benefits planning, and retirement and estate planning strategies.

Prior to joining the financial services industry, Chris earned his B.S. in Business Administration from Arizona State University. While at ASU, Chris played for the Men’s Lacrosse Team. Chris completed post-graduate studies at Dowling College in New York, obtaining an MBA in Corporate Finance. While pursuing his MBA, Chris worked in contracts administration for Northrup Grumman.

Away from the office
A native New Yorker, Chris moved across the country to San Diego in 2007. He met his wife Catie, a native San Diegan, in 2010. Chris and Catie have two young children, Olivia and Ethan. Chris prioritizes family time. He enjoys spending time outdoors – whether hiking Southern California’s numerous trails (summiting Mt. Whitney in 2014), mountain biking, or golfing. To stay close to his Greek ancestry, Chris is a past officer and current member of the American Hellenic Educational Progressive Association (AHEPA).