We have the knowledge, training, and backing to help our clients succeed financially. Our goal is to provide superior client service. A long-term relationship is built on the trust earned through integrity, hard work and service.
Chris joined the financial industry in 1999. Prior to founding Palmer Financial Consulting Group in Redlands, CA he was Senior Vice President at Merrill Lynch for thirteen years where for two and a half years he also worked in a management role. With experience in estate investment planning, executive financial services, lending services, retirement planning, wealth services and much more, Chris is dedicated to delivering personalized investment planning for each and every client.
Chris studied Business at BYU Hawaii and Utah Valley University. He currently holds registrations for Series 7 (General Securities Representative), Series 63 (Uniform Securities Agent State Law Exam), Series 65 (Uniform Investment Advisor Law Exam), Series 24 (General Securities Principal) and California Life and Health Insurance License.
Chris has lived in the Redlands area all of his life. Chris lives in Yucaipa with his wife and his three children. He has been an active leader in the community. Chris has been a leader for the Boys Scouts of America for the last ten years as well as a Little League Coach. In his free time Chris enjoys cycling, hiking, CrossFit, fishing, woodworking, and spending time with his family in the outdoors.
A graduate from University of Toronto, Joan began her finance career with Bank of Montreal in Toronto. Prior to working at Palmer Financial Consulting Group, she worked with Chris Palmer at Merrill Lynch in Riverside for 10 years. She currently holds Series 7 and Series 66 registrations.
With more than two decades of experience in both the banking and financial services industry, Joan is involved with the day-to-day operations of the business and servicing of client accounts. Joan is dedicated to giving a high level of personal service.
Joan currently resides in Riverside with her husband and her two children. Joan loves to spend time with her family, and she loves to travel in her free time.
Dana Palmer graduated from California State San Bernardino with a Bachelors in both Psychology and Human Development. She went on to get her Teaching Credential at the University of Redlands. Dana taught 8th grade English for five years before she stayed home to raise her children. During this time, she attended the Global College of Natural Medicine where she became a Holistic Health Practitioner. She has been trained in multiple holistic treatments which she practices when working with clients. She is joining our team to assist the company in marketing and client events.
Dana lives in Yucaipa with her husband and three children. In her free time, she enjoys spending time with her family, gardening, reading, exercising, and learning.
Jake started his career in project management, developing commercial real estate in the Pacific Northwest, Southern California and in various civil engineering projects throughout California. During law school Jake found an interest in the financial industry and joined Palmer Financial Consulting Group in 2019.
Jake grew up in the greater Seattle area and enjoyed his free time hiking in the Olympic mountains. He now lives in Yucaipa with his wife and four children. Jake is an active member of his church and dedicates many hours in service to his community. When he has free time, Jake enjoys travel, hiking and quality time with his family.
Jake has a degree from BYU-Idaho in communications and business, and a Juris Doctorate from University of La Verne College of Law. Although not currently practicing, Jake is currently a member of the Idaho State Bar.
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