Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
21
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
  • 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

Honored to be recognized in Forbes

I’m thrilled to share that Crosby Wealth Advisors has been included on the 2023 Best-in-State Wealth Management Teams list. This list includes top advisory teams from across the industry that provide comprehensive financial advice to their clients, to help them achieve their unique goals. Thank you to our clients for trusting us with your financial futures. And thank you to our team for the exceptional service you provide to all of our clients.

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.

  • Attain Housing
  • Bellevue Boys and Girls Club
  • Feeding America
  • Friends of Hoop Seattle
  • National Forest Foundation

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.