702-784-7610 email: firstname.lastname@example.org
Kris brings eight years of experience in comprehensive financial services to his role as Wealth Management Advisor.
Currently, Kris specializes in advising high-net-worth individuals and families to generate customized plans in the areas of investment management, wealth advisory services and trust planning. Kris is part of a team that collaborates with families and professionals to help preserve, protect, and grow their wealth to focus on family, business and philanthropic priorities.
Prior to joining First American, Kris worked at other notable brokerage services companies. Most recently Kris brings his expertise from several years at TIAA assisting clients with retirement income planning, investment management, and succession planning services throughout the state of Nevada and the West Coast.
Kris also held a position with Fidelity Investments focusing on asset management, wealth preservation, as well as retirement and income planning for affluent professionals and families in the Seattle and Las Vegas areas. His experience in comprehensive planning includes a broad knowledge of personal and professional investments, retirement planning, insurance needs, asset protection and trust services. Kris has held Series 7 and 66 securities industry designations as well as a California, Nevada, Utah, and Washington Life Insurance and Variable Annuity Agent licenses.
He is currently a candidate to receive designation as a Certified Financial Planner TM .
Kris is involved in his community with being an active member of the Special Olympics Nevada. He is also a member of the Italian American Club of Las Vegas, and he has also had a relationship with Big Brothers Big Sisters of Southern Nevada.
Kris is originally from the Seattle area where he attended Washington State University. Kris has made Las Vegas his home for over 5 years with his wife Angelina, and his labradoodle Bozley.