Chris embarked on his journey in the financial industry in 2017, interning at financial firms in Texas and California while pursuing his degree. After graduating, he landed a coveted position at Morgan Stanley in 2020 as a Client Service Associate. Chris’s exceptional performance, enthusiastic approach to customer service and exemplary communication skills caught the attention of his colleagues, earning him a role with the Pinnacle team. Since joining, Chris has been promoted to Wealth Planner, earned his Certified Financial Planner® certification, and most recently was promoted to Financial Advisor.
Pinnacle has greatly benefited from Chris’s steadfast commitment to outstanding client service. His consistent efforts to add value and contribute to the success of his colleagues and clients have made him an essential team member.
Chris graduated from Texas Christian University in Fort Worth, Texas, where he attended the M.J. Neeley School of Business and earned his bachelor’s degree. He holds series 7, 66, and Securities Industry Essentials® (SIE®) licenses through LPL Financial.
Born in the nearby city of Redmond, WA, Chris returned to Bellevue in 2020. He is newly married and lives with his wife, Michelle, and their three feline companions: Ozzy, Sadie, and Charlie, who they adopted from Seattle Humane, an organization that Chris and Michelle actively support. Chris likes to keep himself busy with various activities, including weightlifting, hiking, snowboarding, golf, pickleball, and exploring new destinations with Michelle.
