Chris serves as a Partner and Wealth Manager, working directly with clients to develop a cohesive strategy to meet their most complex goals and financial needs. His comprehensive approach helps solve wealth management issues in the areas of retirement planning, investment management, tax, estate planning, business succession planning, corporate stock option planning, insurance and charitable planning. Chris will use his years of experience in finance to work with you personally to understand your needs and provide you with a customized plan to achieve your goals.
Prior to joining Creative Planning in 2012, Chris worked for a major national financial services company as a Vice President, Senior Account Executive managing a practice of $1.5 billion. He achieved numerous milestones during his eight and half years at the company including the Certified Financial Planner™ designation, two President’s Circle Awards, several Chairman’s Awards, and multiple Leadership and Achiever Awards. Chris was also nominated and selected by senior management as the “‘Best of the Best’” Senior Account Executives within the Private Client Group and asked to attend the company’s Inaugural Practice Management Institute. Chris was listed among the top financial advisors in the state of Connecticut on Barron’s list of ‘Top Financial Advisors by State’ (2019 and 2020*).
Chris received a Bachelor of Arts degree in philosophy from Gettysburg College. He is married to his wife Aimee and has four children, Nicole, Skylar, Boden, and Grayson. Chris enjoys spending time with his family and managing softball.
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