Attended UC Berkeley Extension
Brooks Institute, Bachelor of Arts
Licenses and Certifications
Series 7, General Securities Representative
Series 66, Investment Advisor Representative
Chris was born in Moraga, California. An entrepreneur by nature, Chris started several businesses, including a documentary and advertising photography business where he traveled the world as a photojournalist, and later started a commercial and residential construction company.
Chris was first introduced to the world of finance while he was a high school student and has been involved in the markets ever since. He entered the investment services industry in 2011 and joined Stifel in 2017.
Chris's investment preference is simple: Conservative and impactful. By listening and highlighting the goals of his clients, Chris strives to keep things understandable and on track.
His passion is to help people pursue their financial goals by developing and implementing long-term wealth management strategies.
Client Service Associate
Gina has more than 14 years of banking and finance industry experience, most recently working for a local Bay Area credit union. She began her banking career as a Teller in 2004 and worked her way up to become a Senior Member Service Representative, a Financial Services Representative, and a Loan Processor for various companies.
Gina has been proudly married for nearly 15 years. She and her husband live in Martinez with their four children.