Chris has been a trusted advisor in the financial industry since 1996. As a CERTIFIED FINANCIAL PLANNER™ and an Accredited Investment Fiduciary® (AIF®), he’s committed to empowering his clients to take charge of their financial lives.

His expertise is widely recognized, evidenced by his writings for eminent platforms such as CNBC.com, TheStreet.com, Financial-Planning.com, Kiplinger.com, Financial Advisor Magazine (fa-mag.com) and Rethinking65.com. He has been quoted by Bloomberg Law, Investor’s Business Daily, Advisornews.com, and Financial Advisor IQ, among others. Additionally, Chris has been a sought-after speaker on financial topics, including an informative session for the Syracuse University football team.

With two business degrees from the State University of New York and a Certificate in Retirement Planning from the Wharton School of Finance, Chris takes a lifelong learning approach to his career. He’s also participated in discussions on Behavioral Finance and Modern Portfolio Theory at the Harvard Faculty Club.

Beyond his professional pursuits, Chris is invested in his community. He serves as a Corporate Partner of The Community Foundation of Herkimer & Oneida Counties, Inc., where he helps manage a Donor Advised Fund to support local causes. His past roles include memberships on the Advisory Board of Directors for the American Heart Association – Mohawk Valley and the Corporate Benefactor Committee for The Ride for Missing Children CNY/MV. He has also participated in the Annual Sitrin Celebrity Classic Wheelchair Basketball Game and coached various sports.

When he’s not working or volunteering, Chris enjoys an active lifestyle that includes golf, swimming, and running. He and his wife, Bre’, live in New Hartford, New York, with their two sons, Chase and Ashton. Family time is a top priority, and they love exploring the great outdoors together — with a goal of visiting every national park in the U.S.

Hometown: Frankfort, NY
Favorite Book or Movie: A New Earth
Ideal Dinner Guest: Warren Buffet or Jack Nicklaus
Qualities I Admire in People: Patience, Kindness & Ambition
Words to Live By: If you cannot change something you would like to; change the way you think about it.

Since 1996, Dennis has been empowering individuals and business owners to navigate the complexities of financial planning with a focus on retirement readiness, wealth preservation, and financial security. As a CERTIFIED FINANCIAL PLANNER™ professional and Accredited Investment Fiduciary® (AIF®), Dennis blends technical expertise with a deep personal commitment to helping clients achieve clarity and confidence in their financial lives.

Dennis’s mission is to simplify financial planning, enabling clients to safeguard their quality of life and establish meaningful legacies. His tailored strategies encompass retirement income planning, investment management, tax efficiency, and estate planning, ensuring every client’s unique needs are met.

As a passionate educator and thought leader, Dennis frequently shares his expertise at schools, colleges, private companies, and professional events. His insights have been featured in esteemed publications such as CNBC.com, Kiplinger, OnWallStreet, and FinancialPlanning.com, positioning him as a trusted resource for retirees and pre-retirees across the nation.

Dennis earned his degree in Finance from the State University of New York and holds a Wharton Retirement Program certificate from the Wharton School of Finance at the University of Pennsylvania. He has also engaged in advanced discussions on behavioral finance and modern portfolio theory at the Harvard Faculty Club.

Beyond his professional achievements, Dennis is deeply committed to his family and his community. He takes immense pride in his daughter Alexandria, who is completing her Nurse Practitioner degree, and his son Jacob, who is pursuing a career in financial planning with aspirations of continuing the family legacy.

When not guiding clients toward financial confidence, Dennis enjoys life as an avid outdoorsman, often found golfing, fishing, biking, or exploring nature. He and his wife, Jennifer, now “empty nesters,” are embarking on new adventures together as they travel to all 50 states, creating memories to last a lifetime.

Hometown: Marcy, NY
Favorite Movie: Goodwill Hunting
Ideal Dinner Guest: Jennifer, Alexandria, Jacob & Edward Kinney (my Great Grandfather – my best friend whom my children were not able to meet).
Qualities I Admire in People: Humility, Honesty, Gratitude, and Sense of Humor
Words to Live By: “We cannot solve our problems with the same thinking we used when we created them.” – Albert Einstein