With over twelve years of experience in the financial services industry Chris is committed to being a strong advocate for his clients and helping them to build and maintain a secure financial future. Whether he is creating a financial plan, establishing college savings plans or preparing for retirement, Chris takes a personalized approach that focuses on each client’s unique needs, priorities and aspirations in the context of their full financial picture. A careful listener, he strives to earn his clients’ trust and to offer financial solutions that align with their values and help them achieve their most important goals.
Chris believes that the cornerstone of success is being genuine, having passion for your craft and taking a forward-looking, long-term view. He is dedicated to educating his clients, validating their concerns and helping them feel confident about their financial and investment decisions. With his ability to make complex matters simple, Chris is well-positioned to provide sound advice on a broad range of investment choices.