Chris has been providing financial planning and asset management advice for more than 25 years. He serves an integral role in the management and operation of the firm. Our clients depend on Chris’ organizational and analytical skills. Chris is responsible for monitoring and trading the clients’ portfolios as well as overseeing compliance for the firm. Chris’ deep understanding of the industry and wealth of knowledge related to investment allocation, retirement planning, and portfolio management makes him a vital partner to the team.
Chris began his financial career in 1992 after leaving his law practice in Louisiana. In 2007, Chris joined LPL Financial and started Cornerstone Wealth Management. Chris earned a bachelor’s degree in business from Louisiana State University and a Juris Doctor degree from Loyola School of Law in New Orleans.
Chris was named a Portland Five Star wealth manager in 2019 for the 6th consecutive year, 2013 through 2019, placing him among an elite group representing less than five percent of the wealth managers in the Portland area.
The Five Star Award is based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list for Five Star Wealth Managers.
Chris has served his community in a variety of ways, from youth sports coach for over 20 years to sitting on numerous community civic boards such as the 1999 President of the Canby Area Chamber of Commerce and 2012-13 President of The Rotary Club of Canby. He and his wife, Suzy, have two boys, Mike and Matthew. Chris enjoys fishing, youth coaching, and traveling.