Chris joins AGT with over four decades of experience providing tax and accounting services. Areas of focus include executives and other professionals, partnerships, hospitality and real estate investments. Her boutique business model is as straightforward as it is exceptional: Never delegate the relationship.
Chris began her career as a tax accountant for "Big Four" firm Ernst & Young and gained further expertise administrating investments for a multimillion dollar San Diego real estate portfolio managed by a national law firm. She has bachelor's and master's degrees in business administration, with concentrations in accounting, financial and tax planning from San Diego State University (SDSU). She is a CPA and Certified Financial Planner®, as well as a member of the California Society of CPAs and the National Association of Personal Financial Advisors. She has been an instructor for SDSU's College of Extended Studies, a former board member and treasurer for Partnerships with Industry, and former board member with Armed Services YMCA San Diego.