Hi, I'm Chris, a CERTIFIED FINANCIAL PLANNER® professional based in our Sewell, New Jersey office. I joined the team as a Wealth Advisor in 2019, after working for Merrill Lynch. My role allows me to work closely with individuals and families, assisting them in finding the perfect balance in their portfolios. This balance is designed to help protect their capital while also looking to maximize returns. One of the most rewarding aspects of my job is the ability to build meaningful relationships with my clients. I take pleasure in clarifying and simplifying an area of life that can often be perceived as complex and frustrating.

I earned my Bachelor of Science Degree in Finance from St. Joseph’s University in 2017. I also hold a Series 7 and Series 66, along with Life, Accident, and Health Insurance Licenses. I have also earned the Accredited Investment Fiduciary designation.

I’m originally from Central New York but I’m now living in Philadelphia, PA. When I’m not helping my clients, I enjoy playing guitar, exercising, and spending quality time with my family.