Client Advisory

Biography

Chris is a Partner in the North Bay 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.

Education

  • B.S. in Mathematics and Business, University of Puget Sound

Highlights

  • CERTIFIED FINANCIAL PLANNER™
  • Member of the Novato Chamber of Commerce Finance Committee
  • Member of the College of Marin Foundation Finance Committee

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