As the Investment Analyst for the Hesen & Haslam team, Chris monitors account allocations and makes changes when necessary. She researches various investment options and prepares proposals. She also supervises the daily operations of the firm.
Chris is a Chartered Special Needs Consultant. As such, she provides a unique service to our clients.
“One of my passions is working with families who have a loved one with special needs,” She says, “Planning for your own lifetime can be challenging but when you have someone in your life that may not be able to care for him or herself, planning for their future may seem overwhelming.”
Chris has been working in the financial services industry for over 30 years. When she is not working or spending time with her family, she volunteers in her community. She has been a member of the Kiwanis Club of Simi Valley and is currently serving as its Secretary.