About Us

Chris Hays is an Independent Investment Advisor who established his firm as a means of serving his clients on a deeper level.  His goal is to truly understand every individual and family whom he serves. That understanding serves as the management model for every client’s development. With a background at both the wire house firms and larger banks, he believes they have service and investment options that are too heavily rooted legacy systems, regulation, and limited or inexperienced planning tools, all of which are NOT in the client’s best interest.  After years of frustration in the traditional system, he joined the independent advisor movement in 2020 to provide clients with streamlined service options, reduced redundancies in operations, and investment solutions tailored to every client’s desired risk exposure and outcomes. This allows him to develop, focus and trackthe financial evolution of each client.

Mr. Hays grew up in Sedona, Arizona and has lived throughout Arizona and California in his adult life.  He graduated from Arizona State University with a degree in history.  He is also supported by an MBA from the University of Phoenix.  He earned an Accredited Asset Management Specialist designation from the American College of Financial Planning in 2018 and is focused on completing his Certified Financial Planning coursework in the next year.

Mr. Hays grew up in a household where his father had a medical practice partnership and his mother owned her own real estate company.  It is from that upbringing that he brings a deeper understanding and familiarity of the lifestyle and tools to service the needs of each profession. His understanding of entrepreneurs comes from years of serving the investment and planning needs of friends and referrals who started their own successful businesses and sought his advice to ensure their financial future and legacy planning.