Chris Bentley

Client Advisor

chris in three words:

Dedicated. Caring. Passionate.

Chris has 30 years of experience working in the financial services industry. He taps into that knowledge to help clients plan for and achieve their financial goals. In his first 20 years in the industry he worked in the mutual fund administrative sector where he was able to apply his degree in business administration. There he learned the importance of multi-tasking, time management and paying attention to details. For the most recent 10 years, Chris has enjoyed helping families and individuals to plan for, build, and protect their wealth so that they can focus their time and energy on what matters most to them. He thrives on building deep, long term relationships and bringing peace of mind to his clients.

Outside of work, Chris and his wife enjoy cooking, hiking, travel and spending time with family. Chris was the final member of his family to relocate to the Seattle area from Boston where he grew up and started his career.


  • BBA, Skidmore College

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