Chris Schommer, EA
Member | Wealth Advisor
Chris Schommer is a member of CPA Group of The Rockies alongside Ben, Brad, and Lance. Chris joined the RBLR team in 2022 after having spent several tax seasons at another firm in San Diego, California. He is an experienced federally licensed Enrolled Agent and wealth advisor. Chris holds active Series 7, Series 66, and Life/Health Insurance licenses through LPL Financial. While he is well-versed in all aspects of wealth management and financial planning, he provides the most value to clients by simplifying their financial lives and helping them understand the tax implications of the investment decisions they make. He is passionate about tax-aware and tax-free investment strategies (don’t say we didn’t warn you if you get him started on embedded gains and tax gain/loss harvesting).
Chris was born and raised in Greeley, Colorado. After graduating from Greeley West High School, he competed for the Whittier Men’s Tennis program, earning All-American athletic and academic honors. After college, he married his high school sweetheart, Molly, and began his professional career in Fort Collins, Colorado. After a venture to San Diego for a few years, they moved back to their home state to start their family. Chris and Molly are blessed with two amazing young boys who have an unlimited supply of energy. Chris is very excited that his oldest son loves all things golf and sports – it helps feed Chris’ competitive nature and addiction to golf. Indeed, another golfer in the group for you to reach out to!
Chris welcomes your questions and concerns when navigating financial complexities. Finances and taxes don’t have to be complicated, so reach out to him to see how he can help you minimize your taxes and maximize your cash flow.
Connect with Chris: email@example.com