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Handling client services and helping to manage day-to-day operations, Christian acts as the “face of our firm” by administering account paperwork & transfers, following up, communicating and resolving any issues that arise in real-time, as well as providing support to the Financial Advisors. He brings high-level computer skills, detail & process-orientation, financial administration experience and a passion for financial planning to our firm!

Fast Facts

  • Worked in financial administration in positions of increasing responsibility at Beehive Federal Credit Union including as a Recover Officer and Consumer Loan Clerk.

  • Worked while earning his degree in Business Finance at Brigham Young University-Idaho 

  • Actively participated with the Wealth Management Society at BYU-Idaho 

  • Currently studying for his Series 65, and planning to pursue CERTIFIED FINANCIAL PLANNER™ Professional designation.

  • Maintained a high GPA and received several scholarships and worked throughout college.

All my life I knew I wanted to work in a capacity to help & serve people.  I am excited to help dentists achieve their financial goals!"

Fun Facts

  • Served as a volunteer representative in Costa Rica for 2 years, including serving as the Immigration Secretary for 130+ missionaries for 6 months.  He is fluent in Spanish, and continues with his wife to look for service opportunities to use his language skills.

  • At one time thought he would follow the footsteps of his father or uncle into a medical or dental career, but a love of listening to Dave Ramsey, working in and taking classes in business and finance, as well as participating with the Wealth Management Society, quickly decided fee-only fiduciary planning to help people like his optometrist dad or dentist uncle with finances is where he wanted to work! 

  •  Married to sweetheart Lali who is from the PNW and loves spending time with his young daughter Adella and the rest of his family who live locally.
     

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Christian Sessions

Financial Administrator

 

 

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