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
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Worked in financial administration in positions of increasing responsibility at Beehive Federal Credit Union including as a Recover Officer and Consumer Loan Clerk.
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Worked while earning his degree in Business Finance at Brigham Young University-Idaho
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Actively participated with the Wealth Management Society at BYU-Idaho
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Currently studying for his Series 65, and planning to pursue CERTIFIED FINANCIAL PLANNER™ Professional designation.
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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
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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.
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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!
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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.
Christian Sessions
Financial Administrator