Kris is an exceptional financial advisor. Kris is sharp, detail oriented, highly responsive, and great at the 'day to day' work, and also brings a 'white glove' and creative approach to our relationship that makes him stand out.
We began working together when Kris helped my wife and I develop an option exercise / sale strategy and we've continued with a broad range financial planning / advising activities. Kris has helped us create a portfolio with exposure to asset classes I wouldn't have found / thought of on my own, built one-off forecasts to better plan our children's education savings / spending, helped my wife and I think through the retirement implications of e.g., investing in home projects, brought creative tax strategies to our attention that we've deployed.
Relationship to Financial Advisor: Client as of Jun 5, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.