About
Chris is a Vice President and Relationship Manager for Washington Trust Bank's Wealth Management & Advisory Services team, serving Eastern Washington and North Idaho. He brings more than 20 years of experience working with institutional and private investors.
As a fiduciary advisor, Chris appreciates the freedom to develop a portfolio that is most in line with a client’s particular goals — whether planning for the transition or sale of a business or structuring financial independence for a client’s retirement.
Chris leverages his training and experience to provide well-coordinated financial planning and wealth management. As a Certified Financial Planner® professional, he strongly believes that each client engagement with Washington Trust Bank should start with solid and thorough financial analysis.
As part of our Wealth Management team, Chris places high value on collaborating with a client and their existing legal and tax advisors to ensure the best wealth planning strategies are implemented. He considers each of his clients' unique circumstances and desired goals to deliver the most advantageous outcomes for them.
Advisory Expertise
- Relationship Management
- Financial Planning
Professional Affiliations
- Rotary Club of Spokane
Credentials
- CERTIFIED FINANCIAL PLANNER®
- Chartered Market Technician®
- Certified Exit Planner®
Education
- BA, San Francisco State University
