Our Team

Chris has a Bachelors degree in Finance from the University of Utah.  He worked in retail and managed a restaurant in college.  He worked 10 years as a licensed Registered Representative for Fidelity Investments, and he also was a licensed Mortgage Loan Originator for 7 years.  Chris loves doing books, and the challenge of finding savings opportunities and streamlining processes.  He has been doing bookkeeping in partnership with an accountant, and finds joy in supporting businesses with his experience.