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.