Client Relationship Specialist

Chris's Bio

With a strong background in finance and a passion for building meaningful connections, Chris excels at simplifying the intricacies of the financial world to provide a personalized experience for each client. By leveraging his expertise and genuine interest in people, Chris goes above and beyond to ensure his clients feel empowered and informed about their financial decisions.

Before joining Strategic Wealth Designers, Chris held different roles at JPM Chase, serving as a private client banker and ETF fund operations manager. These experiences honed his understanding of the financial sector, preparing him for his current role.

Chris’ educational journey began at California State University, Fullerton, where he earned his bachelor’s degree in finance and investment planning. He furthered his studies at Colorado Technical University, attaining an MBA in financial management.

Away from work, Chris leads an active lifestyle in Centennial, Colorado, where he’s resided for two years. He’s married to Junessa, known as June, and they share their home with a playful Doberman. An avid softball player and snowboarder, Chris also enjoys watching documentaries and historical films, as well as showcasing his talents on the piano with both classical and modern pieces.