Chris, a CERTIFIED FINANCIAL PLANNER™ professional, Retirement Income Certified Professional®, and Certified Investment Management Analyst® designee has been a member of the Eagle Wealth Strategies team since 2006.
Previous positions include working as an analyst of money managers in the asset management division of Raymond James' international headquarters in St. Petersburg, FL and as a financial advisor with a major southeastern bank in the northern Virginia and Washington DC area.
For Eagle Wealth Strategies, Chris is actively involved in all client relationships, meeting with individuals, designing financial plans, and researching and monitoring investment selections. He also works on all aspects of employer-sponsored retirement plans for our corporate clientele.
Chris serves as a board member for the Boys & Girls Clubs of Gloucester County, a non-profit organization that nurtures underprivileged youth by helping them learn, grow, develop strong relationships, and generally enhance their lives with hope and opportunity.
Chris resides in Philadelphia, Pennsylvania. When away from work, Chris enjoys traveling and trying new things. The outdoors is where you'll often find him whether it's hiking, camping, surfing, scuba diving or just hanging out down the shore.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks ”CIMA®,“ and ”Certified Investment Management Analyst®.“ Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.