BMO Family Office
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Regional Leader of Wealth Planning, U.S.
BMO Private Bank
Kris is the Regional Leader of Wealth Planning for the Western and Sunbelt States Region. Kris is based in Scottsdale, Arizona, and services clients in Arizona, Seattle, Florida, and other states in the surrounding areas. Kris holds a BA from UCLA and a JD / MBA from Chapman University. She has over 13 years of experience in the financial services industry.
In the past, Kris has served as a volunteer advocate for Court Appointed Special Advocates (CASA) where she championed the safety and well-being of a child who was a victim of parental abuse and neglect in the dependency court system. In addition, Kris was a past volunteer fundraiser with the Arizona Cancer Foundation for Children.
Kris resides in Scottsdale with her husband Wayne, and two daughters Ashlyn and Kamryn. She enjoys traveling, reading and volunteering in the community.