About Me

Chris Sakas

CEO & Co-Founder

Chris provides comprehensive, holistic wealth planning. He builds trust with clients by drawing on a diverse skill set and hands-on experience to help them achieve their goals.

For over two decades, Chris has helped clients address their financial concerns and develop strategies by focusing on each individual’s specific needs. With extensive experience throughout his career in banking and finance, Chris has dedicated his career to delivering the personalized investment planning services his clients deserve.

Chris began his career on the banking side of finance and developed a high level of broad-based experience that his clients have found beneficial to have in their financial advisor.

Originally from Seattle, WA, Chris worked for various regional and national banks allowing him to understand the intricacies of the banking and investment landscapes. After starting a successful career at Oppenheimer & Co. in 2000, Chris spent two decades developing his fundamental investment knowledge at national investment firms like J.P. Morgan and Wells Fargo Advisors.

In 2022, he helped pioneer Pintler Wealth Management Group through the Wells Fargo Advisors Financial Network.

Chris’s passion for learning and teaching grows each day. He enjoys educating clients and younger generations about finance, liability management, and investments. Chris earned his Bachelor’s degree in Business from Pacific Lutheran University and played a variety of sports while there. Later in his career he earned his Master’s degree from Seattle University.

Chris spends his free time with his wife Kallie, son Bucky Max, their three dogs – Zula, Ponee, and Mesa, and their three horses – Rollie, Fudge, and Dandie. They both like to stay very active, whether it’s mountain biking in the hills, fly fishing one of the Montana rivers, or snowmobiling in the mountains.

CA Insurance license #4062032.
Resident State MT.