Chris is a Senior Advisor and Portfolio Manager at Capstone Wealth Management, overseeing more than $70 million in client assets as of January 1, 2026. He works with investors across a wide range of life stages, from young professionals to retirees in their 80s.

Chris approaches investing with a modern view of how markets actually function. Rather than relying on guesswork, emotion, or outdated rules of thumb, he focuses on the real drivers of today’s markets — including trading dynamics, volatility, and risk behavior - factors that are often overlooked but can meaningfully impact portfolios.

His investment philosophy centers on disciplined risk management. Chris implements rules-based strategies designed to reduce emotional decision-making and adapt to changing market conditions. The objective is not to chase trends, but to help clients protect their capital and remain invested with confidence through market cycles.

Clients appreciate Chris’s clear communication, steady temperament, and commitment to helping them navigate complex markets with structure and discipline.