Chris has been with the firm and its predecessors since 2010, and has almost a decade of experience in the financial industry. Now serving as an advisor in our Potomac office, he has worked with affluent families as a financial professional for over five years. His experience in the many aspects of wealth management helps his clients navigate a path to meet their financial goals.
Previous Experience
- Senior Wealth Advisor at Bronfman Rothschild
- Associate at Highline Wealth Management
Education & Credentials
- BS, Virginia Polytechnic Institute and State University, Finance
- Certified Financial Planner™
- Series 65 license
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Phone: 301.339.6115
