Helping make the investment process easier for clients is what Chris enjoys most. Sometimes this has meant taking account paperwork to a client’s home to expedite the process of opening up a brokerage account. Other times it’s just the simple day-to-day things that make a world of difference—helping with online account access, helping clients donate appreciated stock to their favorite charity, or sending a lottery ticket to a client on his birthday

When it comes to customer service, she adheres to a bit of advice that still stands true.

Rarely do you see Chris without a smile on her face. Especially when she’s cheering on the Portland Trailblazers or working on her own line of hand-made greeting cards.