Chris has devoted his career to providing unbiased financial advice and integrated wealth management strategies to high-net-worth and ultra-high-net-worth families to help them navigate their financial lives with clarity and confidence. He delights in serving multi-generational families and has a deep commitment and passion for helping each client achieve their own unique vision of financial success.  

In addition to his work with clients, Chris plays a key role in mentoring advisors and ensuring they have the tools, resources, and strategic guidance needed to provide comprehensive services that meet clients’ evolving needs.  

Chris obtained his Bachelor of Arts in economics from Allegheny College and holds an MBA in finance from the University of Pittsburgh. His educational background, combined with over 25 years of industry experience, provide a strong foundation for balancing the leadership and financial advisory components of his role.  

Chris lives in Hudson, Ohio with his wife, daughter, and three sons. In his free time, he enjoys spending time with his family, traveling, coaching, and volunteering at various organizations in the community.