Chris is a Partner in the Mill Valley office. As a member of the Wealth Management practice, he specializes in unraveling complicated financial pictures. He is skilled in tracking down assets and income sources that are spread over many accounts, custodians, and types of investments, and then works to create plans that help clients organize and simplify their finances, empowering them to feel in control about the decisions they make.
Prior to joining Cerity Partners, Chris was a Wealth Advisor for Brouwer & Janachowski for more than a decade. He was a Principal of the firm and served as a member of the Investment Committee. He previously worked at Morgan Stanley.
Chris graduated from the University of Puget Sound with honors, majoring in mathematics and business, and is a CERTIFIED FINANCIAL PLANNER™.
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