OUR STORY
Built from experience. Designed with intention.
Before founding North Wind and Sun Advisory, I spent more than 15 years working with individuals and families at a major financial-services firm. That experience shaped much of what I value about this work: listening carefully, understanding what someone has built, and helping people navigate important financial decisions over time.
It also helped me become clear about the kind of advisory practice I wanted to create.
North Wind and Sun Advisory was designed to give me greater freedom over how the practice is structured and where my time is spent—keeping client relationships, financial planning, investment oversight, and meaningful conversations at the center of the work.
The Sun
The Sun takes a different approach. Rather than forcing the traveler, it creates the conditions for him to choose for himself. That idea reflects how we think about advice: provide clarity, explain the choices, and respect that the decision ultimately belongs to you.
The Wind
In Aesop’s fable, the North Wind tries to force the traveler to remove his cloak. The harder it blows, the more tightly he holds on. It is a reminder that pressure rarely creates thoughtful decisions.
Our philosophy is simple: provide clear information, thoughtful perspective, and advice grounded in your circumstances—then give you the space to make decisions that are right for you.
A PRACTICE DESIGNED AROUND THE CLIENT
More room for what matters.
Independence gives me the opportunity to be deliberate about how I spend my time and how I serve clients. Rather than building the practice around unnecessary complexity, North Wind and Sun is designed around understanding each client’s circumstances, developing thoughtful recommendations, and remaining available as life changes.
The goal wasn’t simply to work independently. It was to build a practice where independence could be used intentionally.
Clarity
We explain the choices, reasoning, and trade-offs clearly so you can make informed decisions with confidence.
Perspective
We take a long-term view, helping you consider today’s decisions in the context of the life and future you’re building.
Independence
Our recommendations are shaped by your goals and circumstances, with your autonomy at the center of every decision.
MEET CHRIS
The person behind the practice.
I began my career as a financial advisor in 2011 after earning a bachelor’s degree in mathematics from Arizona State University. Over more than 15 years in the financial services industry, I’ve worked with individuals and families through investing, retirement, education planning, and the financial decisions that evolve throughout life. I am also a CFP® professional.
That experience shaped how I think about advice today. I believe clients deserve time to be heard, clear explanations of their options, and recommendations grounded in what matters to them—not simply a product or a transaction.
I founded North Wind and Sun Advisory to build a practice around those ideas. Independence gives me greater flexibility to be deliberate about how I serve clients and where I devote my time, while helping bring planning, investments, and ongoing financial decisions together.
Outside the practice, I’m a father of two and enjoy hiking and backpacking, reading classic literature, and pursuing new adventures that challenge me and broaden my perspective.
