Chris is a private wealth manager with The Philadelphia Group. Chris attended and graduated from The Pennsylvania State University in 2000, with a Bachelor in Science degree from The Smeal College of Business.
Previously, Chris spent 10 years as a Platinum Financial Advisor and a District Manager with Ameriprise Financial.
Chris is a CERTIFIED FINANCIAL PLANNER™ practitioner and a Chartered Retirement Planning Counselor. These designations show his commitment to the highest level of knowledge, ethics and continuing education. His securities registration includes the Series 7 and Series 66 which are held with LPL Financial. He is fully licensed in insurance.
Chris enjoys working with his clients to help them put their goals and dreams within reach. He gains tremendous satisfaction by helping clients feel more confident about their financial futures.
Chris’ practice focuses on two main areas:
1) Comprehensive wealth management for affluent and emerging affluent individuals
2) 401k and Pension plan due diligence, fiduciary consulting, and plan selection assistance for business owners
Chris and his wife Shannon live with their sons Reed and Tate in Malvern, PA. Chris loves to travel and play golf. Chris is a board member for The Debbie Pieri Angel Foundation, is a member of The Penn State Alumni Association, and a member at Chester Valley Golf Club.