“Choices are your best friend – Without them many people can’t achieve what they want to in life.”
As a fully licensed financial advisor, Chris works closely with individuals, households and small businesses to set and achieve their financial goals. Chris helps clients weave together their assets, liabilities and investments into a comprehensive, personalized and holistic financial plan. He also believes wholeheartedly in regular reviews to ensure financial strategies and objectives remain on track.
Chris graduated from Johns Hopkins University with a degree in economics and a double minor in financial economics and business management. He received a master’s degree in finance from Johns Hopkins Business School. Today he maintains his status as an insurance producer and carries the Investment Advisor Representative license, which legally binds him as a fiduciary to act in your best interest.
“Throughout my life, I’ve always wanted to make as big of an impact as I could by helping people one-on-one,” Chris says. “Because I love coaching and helping people, it was a natural fit for me to become people’s money coach.”
Chris is also a ballplayer at heart. He once took part in spring training with the New York Mets and now plays baseball in the Boston Park League. When away from the office, he scuba dives, golfs and plays guitar. He has a rescue dog named Hazel and loves to cook big breakfasts!