Chris is a CERTIFIED FINANCIAL PLANNER™ professional and has been a Wealth Advisor since 2001, bringing more than two decades of practical experience to his clients. As a Fiduciary, Chris always acts and provides advice with his client’s interest best interest in mind.

Chris is committed to providing comprehensive planning and advice to enable his clients to achieve financial and life success. He is passionate about doing the heavy lifting in the planning and implementation of his client’s goals and values, allowing them to allocate their precious time towards pursuit of what is most important in their lives.

As a Trusted Advisor, Chris has a unique skillset that encompass all areas of Wealth Management. His mission is to utilize his skillset to understand what is most important to his clients and provide objective advice to achieve their unique individual needs, concerns, values and goals.

Outside of the office, Chris enjoys spending time with his wife and three grown children and his beloved dog.  He loves the outdoors, spending his time golfing, hiking, mountain biking, paddle-boarding, and time on the ski slopes. Chris is also a long-time 49er Faithful and Golden State Warriors fan.

Heidi’s previous career was as a Design and Construction Project Manager in the tech industry. Her strong project management background provided a foundation she has applied in the volunteer world for 20+ years, sitting on Executive Boards and chairing multiple events. Her passion is to take on any new challenge and build or rebuild it from the ground-up, and streamlining processes, by exploring and implementing the latest in technology and systems.

Heidi’s history of service to others in the project management realm as well as in the non-profit industry, paired with her strength in overseeing projects will bring our clients the level of attention to detail they deserve.

Outside of the office, Heidi enjoys spending time with her husband, children, and sweet pup Ollie. The family enjoys outdoor activities together, travel adventures, attending football/basketball events as well as family game nights. Heidi has recently pursued an education in her lifelong passion for health and nutrition and became certified as an Integrative Nutrition Health Coach.

Giulia has a MS in Strategic Communication from Purdue University and five years of experience working with clients in the financial technology industry. She has worked as a Customer Success Manager and Implementation Manager, excelling in project management while also building strong professional relationships. In her roles, she served as an advocate for her customers and helped her companies grow and develop best practice processes.

Giulia is passionate about helping others and making sure their wants and needs are heard and realized. She recently accomplished a Master of Science in Strategic Communication from Purdue University. She is excited to continue her education as she pursues a career in Wealth Management. Along with working with clients, she will be studying to become a Certified Financial Planner.

Outside the office, Giulia enjoys spending time with her boyfriend Griffin and her chihuahua mix Roxie, where they share a home in Arizona. They enjoy cooking, fitness, reading hiking, skiing, and traveling. They love when they are able to travel home to Southern California a few times per year to spend time with their families.