With more than 15 years of experience, Chris specializes in comprehensive financial planning, retirement and college planning, life and disability insurance planning, small business benefits and executive compensation. Through these planning outlets, his goal is to help his clients feel more confident about their financial future.
Chris uses a Certified Financial Planning Process when working with his clients. His practice has been built around their needs as he strongly believes that clients come first in everything he does. Service is his number one priority; nothing is done at the practice without the client in mind. Chris is willing to help his clients tackle all problems, big or small.
Originally from Flemington, NJ, Chris and his wife have been residents of Raleigh, NC for over 7 years. Chris and Emily consider their sons, Teddy and Holden, to be their greatest accomplishments. Outside of the office, Chris enjoys coaching both college and youth sports, as well as traveling.
Most Recent Passport Stamp:
Chris is a big Tottenham Hotspurs fan
U.S. Lacrosse Board, NC Chapter Executive Board
Centenary University; B.S. Business Administration 2002, MBA Global Management 2004
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General Securities Registered Representative
Held with LPL Financial
Uniform Combined State Agent
Held with Independent Advisor Alliance and LPL Financial
Master of Business Administration
CERTIFIED FINANCIAL PLANNER™ Practitioner
Securities Registration States
DE, FL, MO, NJ, NY, NC, OR, PA, VA
Insurance Registration States
FL, NC, NJ, OR, PA
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