About Kristopher
Kris joined Focus Partners Wealth in 2023 and partners with his advisory team to care for client relationships by actively participating in the financial planning process to address retirement, risk management, estate, and tax considerations. In addition, he manages the database of client information and requests.
Having previously served as a Senior Client Associate at West Financial Services for four years, Kris believes the ideal client relationship starts with open dialogue. During these conversations, he assists clients with gaining clarity about their goals by having an honest discussion about their financial picture. He also enjoys educating clients on the financial planning process so that they better understand how to achieve their desired lifestyle.
Kris was born in Cleveland, Ohio, and is an avid Cleveland sports fan. He currently lives in Glendale, Arizona. Outside of work, he stays active by playing on several adult league softball teams throughout the year. He also enjoys traveling and hiking with friends and family. His favorite destination in Arizona is Sedona.
Education and Professional Milestones
-George Mason University - graduated with double majors in finance and management
Kris joined Focus Partners Wealth in 2023 and partners with his advisory team to care for client relationships by actively participating in the financial planning process to address retirement, risk management, estate, and tax considerations. In addition, he manages the database of client information and requests.
Having previously served as a Senior Client Associate at West Financial Services for four years, Kris believes the ideal client relationship starts with open dialogue. During these conversations, he assists clients with gaining clarity about their goals by having an honest discussion about their financial picture. He also enjoys educating clients on the financial planning process so that they better understand how to achieve their desired lifestyle.
Kris was born in Cleveland, Ohio, and is an avid Cleveland sports fan. He currently lives in Glendale, Arizona. Outside of work, he stays active by playing on several adult league softball teams throughout the year. He also enjoys traveling and hiking with friends and family. His favorite destination in Arizona is Sedona.
Education and Professional Milestones
-George Mason University - graduated with double majors in finance and management