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. Chris holds a bachelor’s degree in finance from Virginia Tech. He became the primary owner and managing partner in January 2021.
Chris helps manage the business while maintaining his client relationships, meeting with individuals, designing financial plans, and researching and monitoring investment selections. He serves as the Chair of our Investment Committee.
Chris currently serves on the board of the Boys and Girls Clubs of Gloucester County as the Chair of the Governance Committee.
Chris grew up in Wenonah, NJ and now resides in Philadelphia with his wife, Molly. Outside of work he enjoys traveling and playing golf.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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.
