Crown Wealth - Oregon

About Kris

Services

Contact Us

 

About Kris

 

Kris Preble

Financial Advisor

As a financial advisor, Kris understands that working with people is a lifelong journey. By defining goals and creating a detailed action plan, he creates a harmonious partnership with clients that can withstand life’s curveballs. Whether he’s working with a business owner, c-level executive, or a family, Kris uses a client-centric approach to help each one facilitate their own financial success, keeping their values at the center of the planning process and philosophy.

Kris has a background in finance through the Penn State Behrend School of Finance and has always enjoyed the continual quest for information. He started his financial career in 2011 and has since has earned his FINRA Series 6, 63, 65, and 7 Licenses. He is currently furthering his education through Penn State while also pursuing additional certifications.

Kris lives in the Tualatin Valley area with his wife Shelby and son Easton. Kris and Shelby met while both working at New York Life and married in 2016. As a family, they enjoy spending time in their backyard working on projects and teaching their son a hands-on approach to life. (Easton is currently learning glamourous life skills like pulling weeds and cleaning up after their dogs.) Recently, Kris started building a high-horsepower classic car in his free time. In the past, he’s also been very active in sports and exercise, and in 2009, he competed in the Baja 500 on a dirt bike team. Now, Kris and his wife look forward to sharing their passion for an active lifestyle with their son.

Honors and Awards

  • MDRT, 2012-2021
  • Qualifying court of the table MDRT member, 2020-2021
  • Recognized for high levels of production by New York Life on multiple occasions, most recently achieving Chairman’s Council in 2020
  • Real Life Stories - Life happens recognition 2013, Greater Oregon GO
  • NYL Career Life success awarded from New York Life in 2011
  • NYL 2011 New org agent of the year Greater Oregon GO
  • NYL case writer of the year 2011 Greater Oregon GO

Council is an annual company recognition program based on agent production from July 1-June 30. The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

Community Involvement

  • Lake Oswego Leadership, Volunteer
  • United Way Vision Council, Columbia Willamette, Volunteer
  • NAIFA Portland, Member
  • Leukemia and Lymphoma Society, Volunteer
  • OHSU Foundation, Friends of Doernbecher, Volunteer

Services

 

Retirement Planning

We work with our clients to design and implement a variety of accumulation and retirement income plans, offering insurance products, stocks, bonds and mutual funds. We offer a consistent process to ensure management of investment assets according to your goals, risk tolerances and time horizon. We then monitor your plan on a continual basis, and adjust and evolve as your needs change.

Financial Planning

Through Eagle Strategies LLC, we provide personalized financial planning to our clients that is specific to several variables, including their income, risk tolerance, values, and family. We work with each client to identify and prioritize their goals, explore options, establish effective strategies, construct and execute a plan, and assess the performance of the plan and make adjustments as needed.

Wealth Management

Through Eagle Strategies LLC, a wholly owned subsidiary of New York Life Insurance Company, we work with our clients to design and implement a variety of wealth accumulation and management plans, offering investment programs ranging from separately managed portfolios of stocks and bonds to mutual funds, and access to third-party wealth management programs. We offer a consistent process to help ensure management of investment assets according to your goals, risk tolerance and time horizon. We then monitor your plan on a continual basis, and adjust and evolve as your needs change.

Investment Advisory

Managing your wealth requires a clear understanding of your overall investment objectives. Eagle's comprehensive investment advisory capabilities utilize a disciplined investment approach that looks beyond traditional asset allocation, while addressing important factors such as risk tolerance levels and investment time horizons, to provide a clearer picture of our clients' overall wealth.

Succession Planning

Through Eagle Strategies LLC, a wholly owned subsidiary of New York Life Insurance Company, we work with our clients to design and implement a variety of wealth accumulation and management plans, offering investment programs ranging from separately managed portfolios of stocks and bonds to mutual funds, and access to third-party wealth management programs. We offer a consistent process to help ensure management of investment assets according to your goals, risk tolerance and time horizon. We then monitor your plan on a continual basis, and adjust and evolve as your needs change.

Estate Planning

A well-engineered estate conservation plan can help minimize tax liability and ensure that loved ones are protected. We will work with you and your advisors to assess the impact of state and federal taxes on your estate and suggest strategies to help minimize those taxes while meeting your family’s needs. We do not provide tax advice. Please consult with your own advisors for tax advice.

Succession Planning

Through Eagle Strategies LLC, a wholly owned subsidiary of New York Life Insurance Company, we work with our clients to design and implement a variety of wealth accumulation and management plans, offering investment programs ranging from separately managed portfolios of stocks and bonds to mutual funds, and access to third-party wealth management programs. We offer a consistent process to help ensure management of investment assets according to your goals, risk tolerance and time horizon. We then monitor your plan on a continual basis, and adjust and evolve as your needs change.

Asset Protection

There are numerous financial strategies and retirement income strategies that can help you accumulate assets for the future, protect your business and personal assets from liabilities, and safeguard asset transfer to children and grandchildren. We can help you figure out what the right course of action is for your specific situation and objectives.

Contact Us

 

10260 SW Greenburg Rd
Suite 1150
Portland, OR 97223

Office: 503-913-7664
Fax: 503-293-3700
kpreble@crownws.com