My profile

Advice built around you — and your life

Your financial priorities are personal, and your plan should be too. We’ll partner together to clearly define what you’re working toward, follow your progress and make thoughtful adjustments as life changes — because it always does.

With regular check-ins and simple, secure digital access, your financial life stays organized and easy to manage. You’ll gain access to personalized investment solutions and ongoing advice that help you feel confident and supported at every stage.

Ready to learn more? Getting started is as easy as scheduling a complimentary initial consultation.

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23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Family Finances
  • Estate Planning Strategies
  • Saving for Education
  • Charitable Giving Strategies
  • Retirement Planning Strategies
  • Wealth Preservation Strategies

Education

  • University of Washington Bothell
  • BA Bachelor of Arts, Finance - Major
  • Business Management - Minor

Awards & recognition

  • Crosby Wealth Advisors, Forbes Best-in-State Wealth Management Teams, 2023

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

Crosby Wealth Advisors prides itself on helping our local community. Below are some of the foundations that make an impact on our local community.

Interests

Chris grew up in the great PNW with a passion for the outdoors which led him to fall in love with his wife Stacy. Their summers are spent hiking, backpacking, camping, at the lake or at the coast; and winters snowboarding, skiing, snowshoeing or in Leavenworth. Chris and Stacy have 3 beautiful little girls and are sharing their love for the outdoors with the little ones as much as they can.

My photos

4 albums
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