President, Financial Representative RICP®
Chris has been assisting pre-retirees and retirees in the D.C., Maryland and Virginia area for over 12yrs. The biggest thing that he likes to impress upon his clients is that understanding your options in retirement is paramount, especially in any uncertain economic climate. It’s through his Radio Show on 106.7 The Fan, Television programs and informative Workshops, that he has been able to help hundreds of people develop strategies designed to protect & preserve their assets, increase their retirement income and reduce taxes.
Making a decision on the future of your assets is important and can sometimes be scary, that’s why Chris wants to make sure you know who he is and what he brings to the table to help aid you in your decisions. During his time as Vice President/CCO for a prominent Maryland financial firm, he had an opportunity to truly get to know his clients and understand that every situation is different. This understanding has become a part of his everyday practice. These factors are the reason why he takes time to make sure that each person has a customized strategy that will suit their individual or family’s needs. It’s these values, along with others, that carried over into his own practice.
Chris holds the Retirement Income Certified Professional (RICP®) designation. The benefit of working with a financial professional that carries this designation, is that these individuals have successfully completed one of the most comprehensive credentials available to professional financial advisors looking to help their clients create sustainable retirement income. This designation especially qualifies him to help clients with retirement income planning, retirement portfolio management techniques, mitigation of plan risks to the proper use of annuities, employer-sponsored benefits and determining an optimal Social Security claiming age, the RICP® provides a wealth of practical information for advisors.
With his Executive Education post graduate degree in Investment Strategies and Portfolio Management from The University of Pennsylvania’s ‘Wharton School’, it’s clear that Chris values education and is committed to always making sure that he is on the cutting edge of new developments and law changes within the industry. His being recognized Cum Laude with a BS in Business Administration from Towson University, shows that he strives to not just be the best but to make sure he does his best for others.
As a deeply invested community member and resident of Maryland, along with his wife Kristen, son Troy and dog Mika. He truly understands his clients and is able to know them on a more personal level. In his spare time, he likes to visit family and friends, play golf and travel. As you get to know Chris, you’ll get to know that he can be found traveling all over Maryland, D.C. and Virginia to attend racing events, ‘Cars & Coffee’ meet-ups and classic car shows. He’s a huge car enthusiast.
Chris considers himself to be very fortunate to work in a field where he can meet with people from all walks of life and have a direct impact on their ability to achieve financial independence. He looks forward to helping you find your own independence in retirement.