From the beginning, his commitment has always been to focus on his clients’ big picture — their family, business and future — not just their investment dollars. He believes this is the best way to bring value and build meaningful relationships for the long term, and he seeks to continue this commitment to advisors and clients alike as Stifel’s new Park City branch manager.
So, what makes Stifel different from other wealth management firms out there? “It’s the culture,” says Chris. “And it’s not just lip service. Whether you are an advisor looking to make a move or a client seeking professional financial guidance, I truly believe you’ll witness the difference the moment you walk into our office. You’ll sense the freedom and lack of pressure — it’s the kind of culture that allows you to be professional and have fun at the same time.”
In that spirit, Chris leverages Stifel’s full line of highly customizable services, including wealth management and legacy planning for high-net-worth investors.
For more than 130 years, Stifel has been a firm that recognizes up-and-coming successes, one that helps others pursue their own version of success. So, it’s no coincidence that the firm is now sponsoring the Park City-based U.S. Alpine Ski Team, which is now called the Stifel U.S. Ski Team. “We’re really happy to be affiliated with these young athletes who are working so hard to fulfill their dreams and their goals,” says Chris.