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Abound Advisors Team Photo | Boerne, TX | Redlands, CA

About Abound Advisors

We have the knowledge, training, and resources to help our clients succeed financially. Our goal is to provide superior client service. We believe a long-term relationship is built on the trust earned through integrity, hard work and service.

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At Abound Advisors, we believe that a plan is a powerful tool. Reaching your long-term financial objectives hinges on having the right plan — one that fits your unique circumstances and grows with you. Planning your financial future can be a daunting task. That’s where Palmer Financial Consulting Group comes in. We’re trained, licensed professionals, and we can draw on years of investment planning experience when creating a long-term strategy. We can help you answer the questions you may have about your financial future, such as:

  • Will I be able to retire early?
  • How much money will I need in order to retire?
  • How can I get the most out of my 401(k)?
  • Should I have a traditional IRA or a Roth IRA?
  • How can I position my investments for higher potential returns while striving to reduce risk?
  • How can I “inflation-proof” my investment income?
  • Do I need disability income insurance? Long-term care insurance?
  • How can I help ensure that my children receive as much as possible from my estate?
  • What do I need to know about wills, trusts, and probate?

We offer financial products and services tailored to your individual needs. Palmer Financial Consulting Group is committed to you for the long term.

Abound Advisors and Wells Fargo Advisors Financial Network are not tax or legal advisors. Investment and trust products and services are offered through affiliates.

Our Mission

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.

Abound Advisors Team

Chris Palmer, Managing Director, Abound Advisors

Chris Palmer, CRPC ®

Managing Director

Amy Ochs, Client Associate, Abound Advisors

Amy Ochs

Client Associate

Joan Hsu, Administrative Manager, Abound Advisors

Joan Hsu

Administrative Manager

Contact

We look forward to speaking with you.

Get In Touch
210.436.7173
909.748.1578


Texas Office
179 S. Main Street, Suite 102,
Boerne, TX 78006
By Appointment Only

California Office
1447 Ford Street, Suite 202
Redlands, CA 92374
Mon-Thurs 7:30AM – 3:00PM PST
Fri 7:30AM – 1:00PM PST


Email
Chris.Palmer@Abound-Advisors.com
Amy.Ochs@Abound-Advisors.com
Joan.Hsu@Abound-Advisors.com

Chartered Retirement Planning Counselor (CRPC®)

As a Chartered Retirement Planning CounselorSM (CRPC®), I bring specialized expertise and a proven framework to help you confidently navigate every phase of retirement. The CRPC® designation reflects advanced training in pre- and post-retirement strategies, Social Security optimization, government and military benefits, health care planning, income distribution, and estate preservation. This means you're not just working with a financial advisor—you’re partnering with someone who understands the full picture of retirement, including its emotional and financial transitions. Whether you're preparing for retirement or already there, I help you create a clear, personalized plan so you can retire with peace of mind, knowing every detail has been thoughtfully considered.

Our Services

We serve individuals and businesses in all areas of investment planning, including:

Investment Planning

We offer both financial advisor-directed and client-directed portfolio management options, both accompanied by sound guidance and resources to ensure informed investment decisions. When we manage your portfolio, we customize it based on your risk tolerance and time frame of financial need, offer you personal service based on your financial goals and the current market, and provide you consistent performance evaluations to keep you informed. Our fees are based on the value of your investments rather than commissions.

Retirement Planning

Whether you are young with plenty of time to save for retirement or nearing retirement age and discovering you should have started saving years ago, our retirement planning services are designed to help you identify your specific retirement goals and develop a plan that can help you achieve them. We will help you prioritize your retirement goals, determine income needs, recognize and manage retirement risks, implement a retirement income strategy, and update your retirement plan as your needs change.

Estate Planning Strategies

Working with estate-planning and trust specialists available through Wells Fargo Advisors Financial Network and its affiliates to help review your wills and trusts, preserve your estate for your intended heirs, establish beneficiary designations, and reduce potential exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors.

Education Funding

It’s never too early to begin planning for your child or grandchild’s future. Rising tuition costs and the lack of a college education plan often forces parents and children to make difficult decisions, like taking on student loans or forgoing a higher education. By the same token, even if you feel you’ve already fallen behind on saving for a college education, it’s never too late to start. What you do today can have a great impact on your child or grandchild’s future. We will help you compare a variety of education funding alternatives, selecting the best option for you and your child or grandchild.

Tax Planning Strategies

Developing tax-efficient investment strategies by looking for ways to help reduce your current and future tax burden. Referring you to qualified tax specialists.

Risk Management

Reviewing existing insurance policies. Finding the best policy for your situation.

Wells Fargo Advisors Financial Network and its affiliates do not provide legal or tax advice. Transactions requiring tax consideration should be reviewed carefully with your accountant or tax advisor. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state. 

Insurance products offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

Conservant Financial

434 North Loop 1604 West
Suite 2203
San Antonio, TX 78232

210.591.7100
888.552.9350
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  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, ND, NE, NJ, NM, NV, NY, OH, OK, OR, PA, PR, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states. 

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN),

Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. WFAFN uses the trade name Wells Fargo Advisors. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

 

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals.

 

© 2025 Conservant Financial, LLC. All rights reserved.

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The information and opinions found on this website have not been verified, nor do Conservant Financial or Wells Fargo Advisors Financial Network make any representations as to its accuracy and completeness.

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Chris Palmer, CPRC™

Managing Director

Chris joined the financial industry in 1999. Prior to founding Abound Advisors, formerly 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 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 lived in the Redlands, CA area until 2020 when he and his Family moved to Boerne, Tx. Chris loves learning new skills in all areas of his life.

CA Insurance License # 0C75465. Resident State TX.

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Amy Ochs

Client Associate

Amy Ochs has worked in Clinical Research Trials as a Study Coordinator for five years. She is also a phlebotomist and a massage therapist. She joined our team to assist clients and support the other office staff. Amy lives in Calimesa with her family.

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Joan Hsu

Managing Director

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.

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