Chris serves as a Wealth Manager, working directly with clients to develop and implement comprehensive financial plans to address their goals and most complex financial needs. He practices in the areas of retirement planning, investment management, tax planning, estate planning, business succession planning, risk management and charitable planning. Chris’s approach focuses on a thorough understanding of your circumstances in order to provide you with a truly customized plan to help achieve your goals.
Prior to joining Creative Planning, Chris worked as a Wealth Management Advisor for a national financial services company where he served high net worth individuals and families. Chris was responsible for having a holistic understanding of his clients’ circumstances and worked closely with them to help achieve their goals.
Chris earned a Bachelor of Science degree in Finance from Sullivan University and a Master of Business Administration degree from Saint Joseph’s University. He is also a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards.
Chris is married and enjoys reading, woodworking and spending time with his family.