About Chris

Chris is a senior retirement and healthcare professional at SMRT Planning with over ten years of experience helping individuals achieve their retirement goals.  Chris started his career as an insurance agent and is now an Investment Advisor Representative, holding his Series 65 license.  Chris specializes in assisting clients in developing comprehensive financial plans tailored to their unique needs. He believes in a client centered approach taking the time to understand each individual’s financial situation, healthcare needs, and long term goals, ensuring clients feel confident and informed throughout the process.

Chris was born in San Diego, California and grew up on the beach, hiking, and playing soccer.  He later attended Texas A&M University and graduated in 2005.  He loved Texas so much, he decided to stay!  When he is not working, Chris enjoys playing golf, traveling, and spending time with his rambunctious family.