Born and raised just outside of Philadelphia, Chris graduated from Penn State University with a bachelor’s degree in enterprise risk management. After working in the insurance industry for two years, he joined Heights Financial Group in the spring of 2017 as a financial planning associate.
Today, Chris is a registered investment advisor, as well as the one of the firm’s registered compliance officers. As an Accredited Investment Fiduciary (AIF), he’s committed to serving his clients’ best interests, while adhering to the standards of the AIF designation.
Chris’s goal as your financial planner is to assist you in creating simple solutions around the complex financial decisions you face in your life. As part of your “Life’s Team,” he’ll work hand in hand with your other financial professionals (accountant, estate attorney, P&C insurance provider, etc.) to create an uncomplicated yet effective financial plan, allowing you to spend more time doing the things you love.
Outside of the office, Chris coaches baseball at his alma mater, Collingswood High School. He’s also an avid golfer, playing at Merchantville Country Club in Cherry Hill and Hidden Creek Golf Club in Egg Harbor while spending time at the Jersey Shore in the summer.
Chris is Series 7, 66, 24, 52, and 53 registered.