- Provide Morningstar research, analysis and maintenance for clients & prospects
- Provide morningstar reports to Advisors for client meetings
- Generate equity and mutual fund research reports from Standard & Poors
- Supply monthly and quarterly analyses for Advisors
Chris joined the Branch Staff part time as an Administrative Specialist on November 1st. She has worked 25 years with a major life and annuity company in various roles in a Branch and Regional Office. Chris was with Edward Jones for 5 years prior to moving with her Advisor in 2007 to LPL Financial.
Chris was born and raised in Colorado. She currently lives in Littleton and enjoys spending times with family, friends, and her cat and 2 dogs. She also enjoys walking, gardening, reading and a good bottle of wine!