Kris joined West Financial Services in March 2019 and serves as a senior client service associate, providing assistance to the Director of Client Services, relationship managers and portfolio managers. His day-to-day activities include the set-up and maintenance of client accounts; compilation and completion of client, custodian, and WFS paperwork.
In 2018, he graduated from George Mason University with a BS in Finance and Management. During his time in school he worked as a finance intern for a private wealth management group and a government contractor in the Washington D.C. metro area. He recently met the requirements to be a CERTIFIED FINANCIAL PLANNER™ professional.
Kris was born and raised in Cleveland, Ohio and later moved to Norfolk, Virginia. He currently lives in Fairfax, Virginia. Outside of supporting his favorite teams, he stays active by playing on four different softball teams in the Northern VA area.