About Me

My journey into this career has been anything but ordinary, and I wouldn't have it any other way. I was raised in Livonia, New York, by my grandparents after being adopted at a young age. My grandfather was a veteran, author, and college professor, and my grandmother was a high school librarian for 40 years. Their dedication to education and helping others shaped the person I am today.

I graduated from Livonia High School in 2013 and started college at Hartwick, where I played football for two years while studying to become a CPA. I later transferred to SUNY Oneonta and earned my degree in Business Economics with a concentration in Finance in 2018. That same year, I started my internship with Northwestern Mutual thanks to my best friend's older brother, who ran the program. I was named one of the Top 100 Interns and began full-time in November 2018. 

Since then, my career has been incredibly rewarding. I've grown my business and hit many exciting milestones. In June 2023, I hired my first full-time team member, Angelique Cosme, who joined me as an Associate Financial Representative. Bringing on Angelique marked a major turning point for the practice, and together we've been able to deliver even greater service for our clients. I was recognized as Rookie of the Year in 2023 and Junior of the Year in 2024. I'm currently pursuing designations and excited to continue to grow our team. 

Whether it’s at the gym, on the basketball court, playing kickball, or taking part in the annual Polar Plunge, outside of work you can usually find me staying active. I also love being out in the water, spending time with friends, traveling for both work and fun, and splitting time between Florida and New York. And of course, I’m always on the hunt for great food.

Chris

What I love most about what I do is building relationships with my clients. I enjoy the autonomy and flexibility that comes with being a business owner, and I love serving my community. Making a meaningful impact in people's lives is very important to me. 

If you’re curious about how we can help you build a stronger financial future or just want to have a conversation about where you are and where you want to go, feel free to reach out to me or Angelique. We’ll be happy to connect and get the conversation started.

Here are my areas of expertise

Financial Planning

Advisory Services

Long-Term Care Planning

Life Insurance Strategies

Disability Planning

Retirement Planning & Income Strategies

Education Planning & Funding

Multigenerational Planning

How Northwestern Mutual helps you live the life you want.

When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.

Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.

It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.

Downtown Milwaukee, WI Skyline