Chris enjoys working with small business owners, young families navigating the “messy middle” of life, and individuals preparing for retirement. He helps clients develop and implement personalized financial strategies designed around their goals, values, and evolving needs. His experience in tax preparation also allows him to incorporate tax considerations into clients’ broader financial plans.

Chris holds the Series 7 and Series 66 securities registrations, as well as life and health insurance licenses. Before becoming a financial advisor, he spent 6 years at Morgan Stanley in roles spanning Wealth Management and Corporate Finance. He earned his bachelor’s degree in finance from Susquehanna University in 2016.

Chris resides in Wall, New Jersey, with his wife, Calli, and their two daughters.