
As a financial advisor, Kris understands that working with people is a lifelong journey. By defining goals and creating a detailed action plan, he creates a harmonious partnership with clients that can withstand life’s curveballs. Whether he’s working with a business owner, c-level executive, or a family, Kris uses a client-centric approach to help each one facilitate their own financial success, keeping their values at the center of the planning process and philosophy.
Kris has a degree in finance from the Penn State Behrend School of Finance and has always enjoyed the continual quest for information. He started his financial career in 2011 and has since earned his FINRA Series 6, 63, 65, and 7 Licenses.
Kris lives in the Tualatin Valley area with his wife Shelby and sons, Easton 6 and Lawson 2. Kris and Shelby met while both working at New York Life and married in 2016. As a family, they enjoy spending time in their backyard working on projects and teaching their sons a hands-on approach to life. (Easton is currently learning glamourous life skills like pulling weeds and cleaning up after their dogs.) Recently, Kris built an 1100-wheel HP classic car and enjoyed high performance recreational sports. In the past, he’s also been very active in sports and exercise, and in 2009, he competed in the Baja 500 on a dirt bike team. Now, Kris and his wife look forward to sharing their passion for an active lifestyle with their kids.
MDRT, 2012-2021
Qualifying for both Court of the Table and Top of the Table over the last 5 years
Recognized for high levels of production by New York Life on multiple occasions, most recently achieving Chairman’s Council in 2020-2024 and has already qualified for the 2025 council year
Real Life Stories - Life Happens recognition 2013, Greater Oregon GO
NYL Career Life Success award. Awarded by New York Life in 2011
NYL 2011 New Org Agent of the year Greater Oregon GO
NYL Case Writer of the year 2011 Greater Oregon GO
Forbes Best in State Financial Professional 2021-2024
Lake Oswego Leadership, Volunteer
United Way Vision Council, Columbia Willamette, Volunteer
NAIFA Portland, Member
Leukemia and Lymphoma Society, Volunteer
OHSU Foundation, Friends of Doernbecher, Volunteer
Council is an annual company recognition program based on agent production from July 1-June 30. The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

10260 SW Greenburg Road, Suite 1150
Portland, Oregon 97223
Office: 503-913-7664
Text: 971-290-1550