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.

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