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Chris brings his impeccable leadership experience to TruStage as a purpose-driven executive with a 23-year (and counting) track record of designing and implementing industry-leading sales strategies and developing impactful investments that have collectively raised over a trillion dollars. Prior to these remarkable achievements, Chris earned his BS and MBA from Fairfield University in Connecticut. You can find Chris striving for excellence outside the workplace, too — even at the Ironman triathlon, which he’s successfully completed. Motivation and innovation are prevalent in his household, as his wife founded and continues to run a non-profit school called UP Academy in San Mateo, CA. When he’s not working or preparing for triathlons, Chris enjoys spending time with his family and two dogs.
Chris is passionate about building teams with a focus on diversity and inclusion, taking special interest in entrepreneurs who care about Cerebral Palsy. He’s currently focused on bringing innovative solutions to financial advisors to help them have a greater impact on the people and causes they believe in most.
Holds Series 6 and 63 Registrations
CA Ins License #: 0E98945
Preston began his career at TruStage as an intern for the annuity sales distribution team while still attending University of Wisconsin – Lacrosse, where he pursued degrees in finance and economics. He was hired as a National Sales Associate (NSA) shortly after graduating. While in the NSA position, he attained his licenses and grew to learn and appreciate what financial professionals want and need in an annuity partner. After several months as an NSA, Preston was promoted to Annuity Sales Consultant for Southern California. He has a passion for helping people, especially in their retirement goals, and is eager to help financial professionals in Southern California.
After graduating, Preston moved to Vancouver, Washington, where he enjoys going to the seemingly endless list of local breweries, or just hanging out at home with his girlfriend and cat. He also enjoys cooking new foods, traveling around the Pacific Northwest, going to country music concerts, camping and taking scenic hikes all along the way.
In his role at TruStage, Preston strives to build strong relationships with financial professionals in the same way they build strong relationships with their clients. He expects to learn as much from his financial professional partners as they learn from him, and strives to gain a deep understanding of their businesses and their lives. His relational approach helps him provide everything financial professionals might need to be the best they can be.
- Securities Registered with FINRA®
- Holds Series 6 and 63 Registrations
- CA license #4243625
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