Chris has worked in the financial services industry for nine years and possesses a wealth of knowledge in investment management and goals-based planning. Chris graduated from Pennsylvania State University and obtained his bachelor's degree in economics and also holds the distinguished CFP designation which has been recognized as the standard in personal financial planning in our industry. As an advisor, Chris specializes in Wealth Management Planning, with an emphasis in Cash Flow Planning, Risk Mitigation Strategies, and Tax Minimization Strategies throughout retirement. It has always been Chris’s mission to take a comprehensive approach to financial planning in order to build, preserve, and transfer his client’s wealth in a long-term one on one relationship. In his free time, Chris enjoys traveling, and spending time with his wife Devon and their son Jack. He is also an avid golfer and member of the Golf Association of Philadelphia and Llanerch Country Club. Chris also enjoys all things Philadelphia sports and is a season ticket holder for the Philadelphia Eagles.