As a Financial Planner, Chris's ultimate goal is to ensure his clients have the knowledge and confidence they need to make informed financial decisions. With a personalized approach, Chris gets to know his clients’ challenges, opportunities, goals, and preferences.
He collaborates with his team to develop customized solutions to help his clients overcome any obstacles and achieve their goals. Chris takes pride in being a lifetime resource for his clients, helping them obtain a financially secure future.
With close to 20 years of experience working in the financial services industry Chris holds his Series 6, 7, 63, and 65 securities licenses. He is licensed to sell Life and Health insurance products.
Chris currently sits on the Board of Directors of Connecticut Children's Hospital and serves on their investment committee.
From 2007 till 2018, he was a qualifier for MetLife’s Leaders Conference. This is awarded annually to those Financial Services Representatives who have successfully demonstrated the ability to attract, develop and retain clients by helping them meet their financial security needs and he continues to achieve conference status at MassMutual.
Chris earned a bachelor’s degree from the University of Hartford and currently resides in Easton, CT with his wife Adrienne, his daughter Brynn, and son Rhys. In his spare time, Chris enjoys staying active by playing sports, running, and participating in community events.
I am licensed and registered to offer products and services in CT. Licenses and registrations will vary.
Domiciled in CT; CA Insurance License # 0H63907