Meet Christian
Whether it’s teaching a friend how to fly fish or explaining the ins and outs of financial risk management, I’ve always enjoyed helping people. Getting to know clients with different lives and seeing them succeed has been one of the great rewards of my work as a financial planner. As a wealth management professional with more than 25 years’ worth of experience, I am committed to helping people achieve their financial goals. I believe in empowering and educating my clients — and building great relationships along the way.
With a B.A. in finance and marketing at the University of Oregon, I’ve also earned FINRA Series 7 and Series 66 licenses. I also maintain a State of Oregon Insurance License and serve as an Oregon Notary Public. Before joining the OCCU Investment Services team, I served as a financial consultant at Charles Schwab where I oversaw more than $600 million of client assets.
13Investment advisory services offered through PFG Advisors, LLC, a SEC registered investment adviser. Securities offered through Osaic Wealth, Inc., member FINRA/SIPC. Insurance products offered through approved carriers. OCCU Investment Services, Oregon Community Credit Union, PFG Advisors, LLC, and Osaic Wealth, Inc. are separately owned entities and are not affiliated companies. Osaic Wealth, Inc. and its representatives do not provide tax or legal advice; therefore it is important to coordinate with your tax or legal advisor regarding your specific situation.
CLICK HERE FOR A COPY OF PFG ADVISORS’ RELATIONSHIP SUMMARY (FORM CRS).
CLICK HERE FOR A COPY OF OSAIC WEALTH, INC’S RELATIONSHIP SUMMARY (FORM CRS).
Free and simple tools are available for research firms and financial professionals at INVESTOR.GOV/CRS, which also provides educational materials about broker-dealers, investment advisors, and investing.
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