Chris is an independent life insurance broker in Palo Alto, CA
He is native of Ogdensburg, New York, a small border town on theSt. Lawrence River, 40 miles south of Ottawa, Ontario.He graduated from Williams College with BA in history in 1985.
He began his insurance career with The Manufacturers Life InsuranceCompany (now John Hancock) in the fall of 1985, where he was a brokerage representative, helping independent insurance agents and brokers place impaired risk and specialty insurance coverage.
In 1989, he moved into retail insurance brokerage with the San Mateo-based Link-Allen Associates, where he assisted growing technology companies and their executives with their employee benefit plans and individual insurance needs.
1n 1998, he opened his own office where he continues to specialize in helping individuals, families, and businesses with a wide variety of insurance issues completely independent from any obligation to any specific insurance company.
Chris earned the professional designations, CLU, and ChFC in 1988 and 1991, respectively and continues his education on an ongoing basis.
Chris is a past President of the Financial Planning Forum (Palo Alto, CA) and the Williams College Alumni Association of Northern California, a title he shared with his wife, Carol for years.
He was a board member of the Peninsula Chapter of the American Society of CLU, now the SFSP.
He is a member of the National Association of Insurance and Financial Advisors and The Society of Financial Service Professionals.
Chris lives in Palo Alto with his wife, Carol, who is a fee-only financial planner and also a member of the Financial Planning Forum, and his two daughters, Rachael, and Samantha. Rachael is a Division 1 swimmer at UC Berkeley and Samantha is a Division 1 water polo player at Harvard. Rocky,the dog, is a sweet fluffy Bernese Mountain Dog and loves to greet clients at the office door.
Chris is a “7.5 Gallon Apheresis Donor” at the Stanford Blood Center and participates in various community service projects with his family. He enjoys spending time with his family backpacking, reading, and travel.