Christian's journey in the financial industry began in 2016 when he began self studying financial markets in high school. This blossomed an innate interest when that high school business class case-studied the causes of the 2008 Global Recession. This deeply connected to Christian’s upbringing as a immigrant during those hard financial times for America. Remembering those hard times growing up, Christian became enthralled in a personal mission to help individuals as a true fiduciary, elevate standards for being a custodian, Advisor, and manager of his clients' monies and enhancing their financial future.
Christian pursued his finance degree and his professional journey began in 2021 when he joined a corporate financial services company. Throughout Christian's tenure there, Christian honed his expertise in developing a comprehensive approach to managing an office, financial planning, wealth management, and became highly attentive to details, administration, processes, and became a developed and trusted Advisor to his clients then.
Christian then went independent with his business for greater autonomy, more investment offerings as an Independent, and more planning tools available to Independents. Ultimately the opportunity to partner with a local tax professional, Ten40Tax, to more deeply serve clients was a deciding factor in leaving a corporate role and partnering to more deeply serve current and future clients.
The opportunity to build our current office and Montana-based partnership composed of Ten40Tax (Accounting/Tax Management) and Ten40Investing (Financial Advising) aligned with Christian’s values to more deeply and comprehensively serve clients for their end-benefit.
