About Me
Chris Welton is a Wealth Management Advisor with Northwestern Mutual, specializing in financial planning, with a focus on integrating insurance and investments into a holistic plan while also incorporating tax mitigation strategies on selected retirement assets. Chris works closely with professionals, executives, business owners and family offices to help them formulate a plan to achieve their goals and manage financial complexity.

Prior to his insurance and investments career, Chris founded, ran and sold an online children’s party rental business. He also served as a corporate business development and product management executive at several venture funded startups and incubators, including idealab and Oversee.net. Chris began his career at Merrill Lynch & Co. in New York in investment banking and principal investments.

Education
Chris earned an undergraduate degree in Political Science, Magna Cum Laude from Amherst College in Massachusetts and an MBA, Strategy and Finance with Honors from the University of California at Los Angeles, Anderson School of Management. He has earned both a Chartered Financial Analyst (CFA®) as well as a CERTIFIED FINANCIAL PLANNER™ (CFP®) certification. He also holds a Chartered Life Underwriter (CLU®) designation.

Personal
Chris and his wife Rosa live in the SF Bay Area and love to cook, go hiking in the local redwoods and having friends over for a shared meal.

Financial Advisors and Representatives do not render tax advice. Consult with a tax professional for tax advice that is specific to your situation.

Jeffrey Jorgensen is the Lead Advisor for Clavius Wealth Management where he is focused on helping clients with advanced planning and investment strategies. Jeffrey is a three-year graduate from Macalester College with a B.A. in Economics where he was a varsity tennis player. He holds a Series 6 and 63 registrations. A resident of Nob Hill San Francisco, he enjoys playing hockey and tennis and is currently learning the piano. Jeffrey holds dual US-Canadian citizenship and is always up for hitting a few tennis balls with willing partners!

Chris Higham is an Associate Financial Advisor for Clavius Wealth Management where he is focused on managing existing client relationships. Prior to joining Northwestern Mutual in 2019, Chris spent many years in technology sales for companies such as LeadAngel, Paychex, Insperity and Oracle. Chris loves his current role especially when he can help families achieve financial peace. He is a graduate of Chico State with a degree in Business Marketing and holds his Series 6 and 63 registrations and California state insurance licenses. A Bay Area native, Chris is married to his wife Erin and is the proud father of six-year-old triplets. When he isn’t chasing after his little ones, Chris enjoys snowboarding, mountain biking, backpacking and camping.

Beniam Osterloh is a Financial Planning Analyst for Clavius Wealth Management where he focuses on financial modeling and investments as well as providing great client service. Beniam is a recent graduate of Stanford University with a B.A. in Economics and a minor in Data Science, where he was involved in organizations such as the Stanford Institute for Economics Policy Research. He currently lives in the North Beach neighborhood of San Francisco, where he loves to golf and play tennis in his free time.

Stephanie Chen is an Associate Wealth Management Advisor on Chris’ team whose main focus is on client education advocacy, customer success and relationship-building programs. Originally from Toronto, Canada, Stephanie graduated from the Ivey School of Business, Western University, and holds a Series 7 & 63. Stephanie lives with her husband, two kids and their dog on the Peninsula and can be found on the tennis court any time she is not driving the kids around to their myriad activities. Her dream is to attend all the Grand Slam events at least once!