Chris is among only an estimated 4% of financial planners under the age of 40 to hold the CFP® designation, Series 7, Series 66, and New York State Life, Accident & Health Insurance license. He earned his Certified Financial Planner™ designation through Boston University in the summer of 2022.
Chris is proud to have developed a specialty in working with members of the New York State Police and other public service professionals, helping them navigate their complex retirement benefits and make the most of their retirement options. His deep experience in coordinating pension benefits, deferred compensation plans, and tax-efficient withdrawal strategies allows officers and their families to retire with confidence and clarity. Chris also places a strong focus on safeguarding their families, through thoughtful insurance planning and long-term financial planning, so they can enjoy retirement knowing their loved ones are covered.
Outside of work, Chris lives life with the same energy and purpose he brings to his clients. A lifelong athlete, he loves playing basketball, soccer, baseball, and golf, and rarely turns down a friendly competition. He gives back to his community by coaching and mentoring young athletes.
For Chris, there’s nothing more rewarding than seeing a smile, building lifelong relationships, and making a positive impact in the lives of those he serves.