Helping to Make Our Clients Lives Easier by Persistent Attention to Detail
With his great attention to detail, Chris diligently caters to our clients’ needs on a daily basis. Before joining Raymond James in February 2019, Chris was a client services associate at UBS in Houston. He earned a bachelor’s degree in accounting with a minor in psychology from the University of Tulsa. Currently, he is undertaking the rigorous training for certification as a Certified Financial Planner™ professional.
Chris was born in the Northeast, but grew up in the Houston area. He lived in Tulsa, Oklahoma, for 10 years before moving back to Houston in 2018. In his free time, he enjoys golf, kayaking and travel. He served as a volunteer at the Animal Rescue Fund of East Hampton for three years.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
