After working for nearly a decade in the accounting field with a focus on the financial industry, Chris decided he wanted to make the leap to providing clients hands-on help to improve their financial outlook.
Backed by this additional accounting expertise, he works to provide unbiased financial planning assistance focused on each client’s very unique needs. His ultimate goal is to help them achieve their personal and financial goals by providing a unique plan that generates the income needed to get them to where they want to go.
2+ years Senior Wealth Advisor @SevenBridge Financial
5+ years Senior Wealth Advisor, Certified Public Accountant @RKL Wealth Management LLC
9+ years Audit Senior Manager @ ParenteBeard LLC