Talk to us Meet Chris
What do you enjoy most about wealth management?
Helping families plan across generations and create clarity around their wealth, so they can focus on what matters most with confidence and peace of mind.
What’s the biggest challenge?
Not being able to control changes in the markets or tax laws.
What do you love most about being part of Aspiriant?
The deep relationships we build with clients and the trust they place in us is incredibly meaningful. On top of that, the chemistry and collaboration among our team makes it a great place to grow and do impactful work.
What professional accomplishments are you most proud of?
Becoming a Director at Aspiriant, earning my CPA and CFP® designations and helping shape strategies for some of the most complex ultra-high-net-worth families we serve.
What quality of yours makes you best suited to what you do?
I bring a strong foundation in tax planning, which allows me to uncover opportunities others might miss. I enjoy turning complex financial goals into actionable strategies — and making sure those plans actually get executed.
How should people think about their wealth?
As a means to create flexibility — for yourself, your family and future generations. With the right structure and strategy, it can open doors and reduce uncertainty.
What do you love to do outside of work?
Playing piano, DJing and hiking with my golden retriever, Abby.
What would you be doing if you weren’t working for Aspiriant?
I’d still be helping people make smart financial decisions — maybe running a boutique tax advisory firm.
Bio
Chris joined Aspiriant in 2017 and brings over a decade of experience helping high-net-worth families manage their wealth with clarity and purpose. As a Director in Wealth Management, he partners closely with multi-generational families to navigate complex financial decisions and create a structure that supports their lives today and into the future.
Chris began his career in public accounting as a Senior Associate at Holthouse Carlin & Van Trigt (HCVT), where he specialized in tax compliance and planning for affluent individuals and their closely held businesses. This solid foundation in tax strategy allows him to uncover opportunities that might otherwise be missed and ensure that financial plans are both strategic and actionable.
At Aspiriant, Chris has grown into a leadership role within the Exclusive Family Office group, advising some of the firm’s most complex client relationships. He is known for building deep client trust and translating multifaceted goals into clear, achievable strategies.
Chris earned a B.A. from the University of California, Santa Barbara, double majoring in Economics with an Accounting Emphasis and Political Science. He holds the Certified Public Accountant (CPA) license, the Certified Financial Planner™ (CFP®) designation, and the Certified Private Wealth Advisor™ (CPWA®) designation.
Outside the office, Chris recharges by playing piano, DJing and hiking the California trails with his golden retriever, Abby.
