Wealth Advisor, CFP®
Chris is a CERTIFIED FINANCIAL PLANNER™, and is a graduate of Missouri State University. Prior to joining Merriman, he was a tax advisor and office manager for H&R Block. He also worked as a financial counselor for the U.S. Army in South Korea.
In addition to working with clients to help them meet their goals, Chris manages the associate advisor team here at Merriman.
Chris is originally from the Kansas City area, and is glad to call the Pacific Northwest home. In his free time, he enjoys hiking and camping with his wife and daughter.
An important part of helping clients achieve their financial goals is helping them navigate questions and decisions around Social Security and Medicare. Whether it’s deciding when to start Social Security or applying for supplemental Medicare coverage, these decisions have a big impact on your financial situation and wellbeing. This book covers the ins and outs of these complex topics.
Whether you’re looking to get health insurance on the individual market because of early retirement, leaving an employer to start a business, or you’re looking for any other reason, here are key points to keep in mind.
Are you making a mistake with your home and auto insurance? Here are five warning signs that you should re-evaluate your policies.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.