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Chris's Story

Since 1999, Chris has held various roles within the financial services industry, predominantly in operations and administration. Her first experience after earning her associate degree was at a broker-dealer office where she processed employee stock options. She then transitioned to wealth management where she held client-facing roles working as a liaison between advisor and client. As a result of this, Chris is uniquely positioned to help advisors and clients navigate through matters because of her experience with broker-dealer requirements.

 

She believes transparency, trust, and persistence are the most important traits of those who work in wealth management. Chris attributes the key to her success is going the extra mile to provide clients with the best options to meet their goals, which are communicated in a clear and understandable manner. She prides herself in going the extra mile and working diligently through challenging situations.

Let’s discuss how we can help you achieve YOUR financial goals

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At 360 Wealth Planners, we understand that every financial journey is unique. Whether you’re looking to build wealth, plan for retirement, or navigate complex investment strategies, our team is here to provide personalized guidance tailored to your needs.

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Enhance Your Financial Strategy
with CPA-Financial Advisor Collaboration

Discover how this collaboration can boost your wealth strategy. Download our free guide now or ask us how it applies to your unique situation!

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Phone: (972) 421-1374

Address: 15110 DALLAS PKWY

STE 500

Dallas, TX 75248

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