Business Philosophy:
My focus is to work with individuals and families, and to begin the relationship by gaining a thorough understanding of my client's goals – retirement goals, legacy objectives, protection of income and assets, and any other objectives. I thoroughly enjoy the process of identifying and developing strategies to help my clients attain their goals. Recognizing that the best plans are not worth much unless acted on, I assist with implementing the agreed upon strategies. I embrace an educational approach, as it is very important that my clients understand the strategies, the options for potentially achieving them, and that you are empowered to make informed decisions. Typically, a client relationship begins with the creation of a comprehensive financial plan, from which the strategies can then be built.
Background:
Chris graduated from Villanova University with a Bachelor of Science in Accountancy. He is a big believer in continuing education and post-graduation has attained his CPA license, ChFC, CLU, and CASL. He began his career on the audit staff of a “Big Eight” accounting firm in Philadelphia, where he earned his CPA license which he maintains today. After 3 years in public accounting he transitioned to private industry working for a Fortune 200 company, initially in the Accounting Department but after two years moving to the Employee Benefits department within Human Resources. There, he served in several roles, but ultimately managed both the retirement plans and health & welfare programs for the 20,000 plus benefits eligible employees. In 2008, Chris took his financial and employee benefits knowledge and began applying those skills to individuals by becoming a Financial Advisor, which he continues to this day.
When not working with his clients, Chris enjoys spending time with his wife, four children, and friends primarily participating in outdoor activities – ideally hiking, biking or skiing. Chris and his family reside in Mount Laurel, NJ.
Chris holds FINRA Series 6,7,63 and 65 registrations; Life,health and long-term care insurance licenses and is licensed and/or registered in serving clients throughout the country.